this post was submitted on 28 Jul 2025
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It’s remarkable that there continues to be investment in this UI form factor over such a long period of time, despite there being no evidence that there is a widespread market for this. The challenge to make this good is obviously very very high. I strongly suspect that the challenge of convincing people to adopt this form or computing in anything larger than a few niche use cases is even higher. As cool as this technology seems in theory, the fact is that people generally don’t need it and don’t want it. There will always be niche markets for this, and perhaps that’s enough to justify the continued investment. But, I hope investors aren’t fooling themselves into thinking that this is going to ever be common or widely adopted.
I actually think this is the only way forward past phones. All the AI assistant tools, voice controlled speakers, foldable devices don't really change how we use 99% of the software. VR/AR, when (if?) finally done right will change that.