Sacks @ 00:55:45Ambiguous
techai
In the near future (next several years), Humane’s AI pendant–style device will face direct competition from Apple’s glasses and multiple other computer-vision wearables designed to capture real‑world visual information, limiting its prospects as a standalone replacement for the phone.
The problem they're going to have is that that pendant will compete with the Apple glasses and all the other wearables that are going to be created to suck in all this information, this computer vision from the world.View on YouTube
Explanation
Parts of the prediction track reality, but the central Apple‑glasses element has not come true and now effectively cannot.
What came true:
- Humane’s AI Pin was marketed as a phone-replacement wearable and launched in April 2024, but it was panned for poor performance, short battery life, and usability problems, and never came close to replacing smartphones in practice.(cnbc.com) By early 2025, Humane sold most of its assets to HP, halted sales of the Pin, and announced that cloud features (calling, messaging, AI queries) would shut off on February 28, 2025, effectively killing the product.(theverge.com) So its “prospects as a standalone replacement for the phone” were indeed very limited.
- During the Pin’s short life, multiple other computer‑vision wearables emerged or scaled up. Meta’s Ray‑Ban smart glasses line (with cameras and Meta AI) launched in 2023 and, by 2025, had sold over 2 million units and expanded into multiple models, with further display-equipped “Ray‑Ban Display” and Oakley Meta glasses announced and shipping in 2025.(fr.wikipedia.org) Other AI smart glasses (e.g., from Alibaba) also entered the market.(theverge.com) That matches the idea that pendant-style devices would face competition from many vision‑based wearables “sucking in” real‑world visual information.
What did not come true:
- As of November 30, 2025, Apple has not released consumer smart glasses. Its only shipping head‑worn device is the Apple Vision Pro mixed‑reality headset (launched February 2024), which is bulky and positioned as a spatial computer, not everyday glasses.(apple.com) Apple’s true AR/smart‑glasses projects (“Apple Glasses” / N107, etc.) have been repeatedly postponed or cancelled, with reports that development was put on hold due to technical challenges and that any smart‑glasses launch is pushed to around 2027 at the earliest.(macrumors.com)
- Humane’s AI Pin, meanwhile, is being shut down in early 2025, well before any Apple smart glasses are expected to reach market.(theverge.com) That means the Pin never actually competed with Apple’s glasses in the marketplace and, given its discontinuation, never will.
Because:
- The prediction correctly foresaw that other computer‑vision wearables would emerge and that this category (along with the Pin’s flaws) would undercut the Pin’s chances as a phone replacement, but
- It specifically framed this in terms of direct competition with “Apple glasses,” which did not materialize within the Pin’s lifespan and are still not on the market,
…the overall outcome is mixed. Important elements are accurate, but the Apple‑glasses centerpiece is not, so the fairest evaluation is ambiguous, rather than cleanly right or wrong.