Comment by mingus88
7 hours ago
Your points are why Apple isn’t entering that market.
Mounts, cases, smart locks, thermostats, bulbs…where is the “iPhone moment” for this sector? It’s all small beans now. Why would Apple want to compete here?
Personally I think any big moves in this area would be predicated on a next-level Siri companion. Stop futzing around with scenes, buttons, switches and pairing devices and just tell your house how it should work.
I often think the problem is Apple thinks too big. They are so big that for a product to move the needle it needs to be huge. Even the "failed" VisionPro was probably $2B of revenue. The "Home, Wearables and accessories" line is $40B of revenue.
Is Apple willing to trade-off some of the steady reliability of their earnings stream for product lines that may be real contributors 5-10+ years out is the question? I think under Cook the answer to that was no.
I think staying on this path will eventually lead diminishing returns and endanger them long term.
Well Siri can't do all the cool home automation stuff if the "small beans" aren't already there.
Siri first needs to fulfill the promise from the Apple Intelligence keynote. In this context, the small beans are things like setting timers and playing music reliably. AI was pitched as a true assistant who understood your whole digital life.
Nobody is going to hand control of their home to a system that was the dumbest smart assistant 14 years ago and is still behind everyone else.
It’s amazing to me that Apple announced vaporware that they didn’t know how to build yet. Nobody did, but Apple usually bides their time making it work before the reveal.