<p>It bugs me when people suggest Apple spending resources on AR/VR was a waste and they should have spent it on Siri/AI. Here's the thing — AI, especially the way Apple is doing it, is a bolt-on. They could wait 10 years, then add the latest & greatest, and be no worse off than today. But a whole new platform built around AR/VR (which I think is going to be huge) is the kind of thing that only Apple can build, and it needs significant multi-year buy-in and investment from Apple *and* third parties</p>
