Stratechery on Apple HomeView: how big is the market for pricey devices built on subpar AI?
Stratechery · rss · 2026-10-14
Stratechery covers Apple's official HomeView launch alongside the new Apple TV, asking the key question: how large is the addressable market for expensive devices whose main pitch rests on subpar AI? The piece situates HomeView within Apple's smart home and App Store narrative and doubts AI features can justify premium hardware pricing.
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