# Are These Apple’s Next Products?

Page: https://stenobird.com/podcast/waveform-the-mkbhd-podcast/are-these-apple-s-next-products
Text version: https://stenobird.com/podcast/waveform-the-mkbhd-podcast/are-these-apple-s-next-products.md
Podcast: [Waveform: The MKBHD Podcast](https://stenobird.com/podcast/waveform-the-mkbhd-podcast)
Published: 2026-05-01T08:00:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP3576365959.mp3?updated=1777601419
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP3576365959.mp3?updated=1777601419
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Duration seconds: 5845

## Resource

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.

## 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

## Topics

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

## 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.

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## Transcript

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