There's a lot to unpack here...
1. what boat did Apple miss in AI exactly? Where's the uncrossable moat? It seems to me AI is quickly on its way to becoming a commodity with little in the way of differentiation. If anything, I'd say AI is an
unmissable boat
2. sure, the form factor of foldable phones is intriguing, but they just aren't selling in significant numbers so far, mainly because:
a) the screens aren't nearly as good as their non-foldable counterparts and
b) the phones cost
a lot.
What exactly is Apple missing here if they don't feel the technology is ready for prime time?
3. Whether Vision Pro becomes a success or not, I can't tell you. But I can tell is that spatial computing will absolutely become a thing and Apple is wise to play the long game.