wearables
3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Nov 20, 2023 by Matteo Franceschetti · across every show →
Everything said about wearables, oldest first
Nov 20, 2023 bearish
Feb 14, 2025 bullish
Solly Solomou: Wearables Will Replace Mobile Phones Within 10 to 20 Years
“Well, I guess, you know, from that perspective, I think, let's say, maybe 1015, 20 years, that's what we may be looking at. As wearables become more advanced, as you're able to put more processing power into smaller things, I believe that the phone will become…”
Sep 5, 2025 bullish
Alex Schultz: Smartphones won't disappear because AI wearables need compute pucks
“I would be surprised if phones go away, because you're not going to put huge batteries into glasses or AirPods or a pendant or a brooch. And you're not going to do all the compute in something with a small battery, so you're going to want to have a lightweight…”