Source: Boing Boing
Hardware manufacturers are preparing to absorb losses on devices like robots and smart glasses to establish market dominance in spatial AI—mirroring the smartphone playbook where margin capture happened through ecosystems and services, not devices themselves. This strategy compresses the timeline for spatial computing adoption but creates immediate dependency: whoever controls the hardware platform controls which AI models, apps, and data streams flow through it. The below-cost sell is a bet on long-term lock-in, not unit economics.