wearables

6 statements across 2 episodes · 5 bullish · 0 bearish · 2 people on the record · first statement Jan 20, 2026 by Cristiano Amon · across every show →

Everything said about wearables, oldest first

Jan 20, 2026 bullish
Prediction Not checkable as stated
Amon: Horizontal ecosystem models will beat vertical models in smart wearables
“And I actually think I'm going to make a prediction here. I don't want to be offensive to any other company, but I think that's where horizontal model is going to win versus vertical model.”
Cristiano Amon Jan 20, 2026 ▶ 20:42 Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing
Jan 20, 2026 positive
Prediction Not checkable as stated
Amon: Wearables will connect directly to AI models, not just phones
“Wearable was when you talk about wearables and technology was designed to just extend your phone functionality. Like for example, yes, you have a smart watch. We'll tell you the time, but also give you now your sensors back to the phone and give you notificati…”
Cristiano Amon Jan 20, 2026 ▶ 4:40 Qualcomm CEO Cristiano Amon: Future Of AI Devices, AI Fashion, Blending Reality and Computing
Jun 11, 2026 bullish
Prediction Not checkable as stated
Himel: Wearables will become ubiquitous without completely replacing smartphones
“At some point, we think that they'll be ubiquitously used by people providing a ton of value. That doesn't mean phones are gonna go away, but I think you'll see wearables be used for some of the things that you do on phones today. And a bunch of things that yo…”
Alex Himel Jun 11, 2026 ▶ 43:35 Meta' Secret Plan To Kill The Smartphone — With Alex Himel
Jun 11, 2026 bullish
Prediction Not checkable as stated
Himel: Wearables will eventually become the best form factor for AI
“And we believe that wearables will be the best form factor eventually for the AI. Because they're always with you, they can see what you see, they can hear what you hear, and there's something you can talk to throughout the day when you need it, and they can b…”
Alex Himel Jun 11, 2026 ▶ 19:04 Meta' Secret Plan To Kill The Smartphone — With Alex Himel
Jun 11, 2026 bullish
Prediction Not checkable as stated
Himel: Context-aware wearables will intelligently filter notifications based on conversation state
“The potential of the wearables is that if they have context of are you, whether or not I'm talking at the moment, or what am I saying, or who am I talking to, they should be able to really intelligently filter out whether it's the right moment to deliver somet…”
Alex Himel Jun 11, 2026 ▶ 31:07 Meta' Secret Plan To Kill The Smartphone — With Alex Himel
Jun 11, 2026
Insight
Himel: Wearers reject poorly styled devices even if 20% more functional
“If you don't like the way it fits on you and what it says about you, then you're not gonna wear it. Even if it, even if it's 20% better in terms of functionality than the alternative.”
Alex Himel Jun 11, 2026 ▶ 35:59 Meta' Secret Plan To Kill The Smartphone — With Alex Himel
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