Hi everyone,
In this weekend issue, I wanted to give you some of my thoughts and analyses on “wearable AI devices”.
Apparently, this will be the “third core device” (in addition to laptops and phones) that everyone will have. Companies have now put billions into cracking the right formula.
This is important… whatever device “wins” in the end means a whole other ecosystem and opportunities of apps / builds. Think about how many jobs / GDP is now tied to the “computer” and “phone” ecosystem.
This will be a 3-parter (see below).
Also, check out our partners:
Let’s get into it.
In this issue:
🤔 Opinion Story: OpenAI x Jony Ive (what’s on the table)
🤝 In Partnership: One big tool for every team
🤔 Opinion Story: First-wave of AI gadgets
🤝 In Partnership: Know who’s on your site
🤔 Opinion Story: What’s still in the pipeline / my opinion
🤔 OPINION STORY
OpenAI x Jony Ive (what’s on the table)
We don’t know much.
OpenAI spent $6.5 billion in stock to acquire Jony Ive’s hardware studio io and fold LoveFrom into the company.
The plan: launch a pocket-sized, screen-free mic-/camera device. It’s meant to sit beside phone and laptop.
Release date: by late 2026 and move 100 million units faster than anyone.
Ive’s goal is to curb “glass-slab” dependence, but the core UX hurdle (ambient AI without always-on surveillance) remains unresolved, so for now the concept is still vaporware.
Bottom line: we have a shipping target and a philosophy—but no evidence of anything real, beyond (what I think is unwarranted) hype.
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🤔 OPINION STORY
First-wave of AI gadgets
Other companies are trying to crack the code, and already have hardware to prove it. But, they aren’t getting good adoption…
Humane AI Pin:
VP: A wearable assistant with a projector
Price: $699 + $24/m
Reviews: Horrible 10-second latency. “Worst product I’ve ever reviewed” -MKBHD.
Rewind / Limitless:
VP: Full audio capture and personal search
Price: $99 + subscription (not yet available broadly)
Reviews: Privacy issues, no interfacing, no mass market appeal (yet)
Omi:
VP: Full audio capture, interact with apps, open-sourced
Price: ~$100 one-time payment
Reviews: Accuracy issues and, for now, not useful enough to keep on you all the time
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🤔 OPINION STORY
What’s still in the pipeline / my opinion
“AI wearables” don’t just have to be on a shirt - they include smart glasses and pocket devices too.
Meta Ray-Ban smart-glasses (v2) – Now shipping with on-device translation, “what am I looking at?” visual Q&A, and a growing third-party voice app catalog.
Rabbit R1 – $199 handheld launched April 2025, positioned as a task-runner that executes food orders and Spotify playlists. Early reviews call it “slower than an iPhone shortcut though
Amazon + Alexa “Gen-AI” refresh – Echo devices gain local LLMs for faster responses and proactive suggestions, betting that speakers (not wearables) are the low-friction ambient interface.
Samsung Galaxy Ring & Google’s Iris glasses – Both still rumours, but signal that biometric sensors (ring) and heads-up AR (glasses) are the next battlegrounds for context capture.
Overall… if OpenAI/Jony Ive want to create an “AI wearable” devices as popular as a phone or a computer, they need to…
Start by solving a single, everyday problem exceptionally well—then build from there.
Prioritize a frictionless user experience: 24-hour battery life, instant wake, sub-500ms response time, and zero-setup hassle.
Make privacy a core feature of the hardware itself
Launch with a fully functional developer platform and APIs that respect data portability.
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