Interface > Data > Model: The “interface” and “data” layers will further distinguish market leaders while the “models” layer becomes increasingly commoditized and pushed to the edge. As a growing number of our everyday use-cases of powerful GenerativeAI models fall below the frontier of “the best models,” they will be enabled by cheaper commoditize... See more

Apple, Nvidia, and OpenAI are all leaning into an ambient, multimodal future:

• Spatial Computing: Apple’s Vision Pro is just the start — digital information woven into the physical environment.


• Voice & Gesture: Interfaces are moving beyond glass screens to talk, glance, and movement.


• Proactive Agents: Systems that act without waiting for a typed qu

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