Episode

Are These Apple’s Next Products?

Podcast: Waveform: The MKBHD Podcast
Published: May 1, 2026
Duration seconds: 5845
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Summary

The crew analyzes recent leaks regarding Apple's upcoming hardware lineup and Samsung's entry into the smart glasses market. The discussion explores the competitive landscape of AI-integrated wearables and the strategic moves of Google and OpenAI.

Topics

Apple
Samsung
Smart Glasses
Artificial Intelligence
Wearable Technology
Google
iPhone
Tech Leaks

Highlights

Main idea: Apple's upcoming hardware strategy may include a high-end 'Ultra' iPhone and new product categories
Failure mode: The potential for 'smart glasses' to become a failed product category if they lack a clear utility beyond existing wearables
Practical takeaway: Samsung's smart glasses leak suggests a focus on dual-camera setups for depth and stereoscopic video
Main idea: The competition between Google and Samsung in the smart glasses space will likely hinge on ecosystem integration
Failure mode: Relying on AI pendants or wearables could lead to a decline in human short-term memory and situational awareness

Chapters

1:05 Intro and Nostalgia: The hosts open with a brief nostalgic moment regarding early 2010s music before diving into the week's tech news.
16:05 Apple's Hardware Roadmap: Discussion on Mark Gurman's reports regarding Apple's new product categories and the potential for an 'Ultra' iPhone.
23:30 The Future of Wearables: A debate on the viability of Apple's potential wearable products and the risks of following the 'smart glasses' trend.
46:25 Samsung Smart Glasses Leak: Analyzing the leaked renders of Samsung's upcoming AI-powered smart glasses and their camera configurations.
54:10 Ecosystem and Brand Strategy: Comparing how companies like Spotify and Samsung use sub-brands and ecosystem features to capture different market segments.
1:09:30 The AI Hardware Race: Exploring the necessity of launching AI-driven products early to gather the training data required for true utility.
1:24:55 Google's Product Fragmentation: A critique of Google's history of fragmented product naming and service iterations.