Let’s be sincere; Most individuals walked away from Apple’s Worldwide Builders Convention (WWDC 2025) earlier this week… unimpressed.
There was no shiny new VR headset or jaw-dropping “AI second” like final 12 months’s Apple Intelligence reveal.
As a substitute, the corporate’s massive splash was one thing referred to as Liquid Glass – a brand new design aesthetic that provides a glass-like shine impact all through iOS. The group nodded, clapped politely, and moved on.
Social media customers referred to as it “fairly however iterative,” noting its similarities to Frutiger Aero and Home windows Aero, popularized by Microsoft’s (MSFT) Home windows Vista.
Some even mentioned the keynote “lacked imaginative and prescient.”
However right here’s the twist: We predict that Liquid Glass is the imaginative and prescient.
Apple might have simply unveiled the start of the tip of the smartphone period – and nearly nobody seen…
What Apple’s Liquid Glass UI Actually Indicators After WWDC
On the floor, Liquid Glass seems to be like a UI facelift. Every part’s extra fluid, layered, and translucent. Buttons now shimmer. Toolbars refract. Menus float and breathe. The entire OS feels prefer it took a yoga retreat and got here again with higher posture.
However we’re assured this isn’t nearly making iOS look “prettier.”
Liquid Glass appears to be the primary mass-market interface constructed for a world past screens.
With this replace, Apple is probably going laying the groundwork for its subsequent massive factor: AI Glasses.
It’s prepping tons of of thousands and thousands of customers for a future the place computing is ambient and clever; worn, not held.
The titan will be the maker of probably the most profitable client product of all time – the iPhone – however that success is now a golden cage…
Development has slowed. Substitute cycles are stretching. Regulators are circling. Innovation is incremental at greatest. Even Apple’s executives know the iPhone isn’t going to hold the corporate for the subsequent 20 years.
So, what’s it to do? What it all the time has – construct the subsequent platform.
And we might have simply seen the primary sparkles of it.
Apple’s AI Glasses Could Arrive Sooner Than You Suppose
Whereas WWDC left glasses unmentioned, insiders, leakers, and chip provide chain experiences have been saying the quiet half out loud:
- Apple is creating a brand new chip particularly for good glasses
- These glasses might ship as early as 2026
- They may have cameras, microphones, audio system, and – importantly – AI-powered visible intelligence
- They won’t have full AR shows at first. Suppose ambient AI, not “Iron Man” HUD
Briefly, Apple Glass v1.0 might look extra like a beefed-up Ray-Ban Meta (META) than a Imaginative and prescient Professional. However the implications are nonetheless huge.
Extra than simply style equipment, these specs will probably be AI-infused, context-aware, always-on brokers designed to overlay simply the correct sliver of information onto your actual world – all whereas trying like common glasses.
If that feels like science fiction, simply bear in mind: The Imaginative and prescient Professional already exists.
Apple already constructed the spaceship. Now it’s determining the best way to match it in your pocket – or, somewhat, in your face.
AI: The Engine Behind Put up-Cellphone Computing
None of this is able to be doable with out AI.
The iPhone period gave us apps and icons. The AI Glasses period offers us brokers and overlays.
As a substitute of typing, you’ll speak. As a substitute of looking out, you’ll see. And as an alternative of tapping, you’ll gesture… possibly simply look.
Apple is already incorporating its Apple Intelligence into each machine. However glasses are the right car: they make AI ambient, contextual, and passive.
Think about you’re taking a visit internationally to a rustic the place you don’t communicate the language. With AI glasses, your specs may translate international indicators in actual time; possibly even make it easier to maintain up a dialog with an area.
When you’re at a networking occasion and know that you just know that man approaching you, however his title and title are nonetheless on the tip of your tongue, AI glasses would have you ever lined.
Leaving an occasion however undecided precisely the place you parked? Your automobile’s location could be highlighted proper earlier than your eyes.
We see Liquid Glass because the UI on-ramp to that future.
Apple WWDC’s Hidden Message: The Smartphone Period Is Ending
Have you ever seen that the brand new Liquid Glass aesthetic feels unusually… spatial?
Menus don’t sit flat anymore. They float. Toolbars soften away when not wanted. Tabs are translucent and refractive, like digital panes of glass.
That is all very visionOS.
In reality, it appears clearly designed to bridge the 2D world of telephones and laptops with the 3D world of wearables and spatial computing.
Many are saying, why? My cellphone is flat.
However your smartphone isn’t lengthy for this world. Apple is onto the subsequent massive factor.
It’s retraining customers – not with {hardware} (but) however with expectation and instinct.
By the point its AI glasses ship, Liquid Glass could have finished its job.
Thousands and thousands will already be used to the UI language of ambient AI.
Apple Isn’t Alone: The International Race to Launch AI Glasses
It’s vital to notice that Apple isn’t alone right here. In reality, the race to AI glasses has turn into fairly crowded.
- Meta is doubling down on its Ray-Ban good glasses, now outfitted with AI assistants and multimodal notion.
- Alphabet (GOOGL) is rebooting its long-dead Glass challenge with Android XR partnerships and AI options.
- Amazon (AMZN) and Samsung are quietly constructing glasses and ambient agent methods too.
- And a wave of startups – from Sensible Labs to Humane to Solos – are attempting to construct the “iPhone of AI glasses” earlier than Apple steals the present.
The tech world has spoken.
Smartphones are the previous. Glasses are the long run.
In fact, the cellphone isn’t dying tomorrow. However make no mistake: its day is coming.
The shape issue hasn’t meaningfully modified in over a decade. Touchscreen fatigue is actual. AI workflows don’t match neatly inside apps. And Gen Z? They’re already transferring on to wearable-first interfaces.
We’re witnessing the slow-motion collapse of the smartphone empire… and the delivery of its successor…
Not by means of flashy headlines, however by means of quiet overhauls like Liquid Glass.
Put money into the Put up-Smartphone Period Earlier than It Hits
When you imagine this shift is actual – as we strongly do – then you recognize the chance right here is very large. Contemplate:
- The smartphone created trillion-dollar titans, turning corporations like Apple and Google into world powerhouses by placing a pc in each pocket – and unlocking a brand new period of client tech dominance.
- The App Retailer made 1000’s of millionaires, spawning total companies and indie builders who constructed fortunes off easy, scalable apps distributed at an immediate to billions.
- The cellular web redefined total industries, from transportation to leisure to finance, birthing corporations like Uber (UBER), TikTok, and Robinhood (HOOD) – and forcing legacy gamers to adapt or die.
Now think about the identical with AI glasses.
And ask your self: who’s constructing the picks and shovels for this tech gold rush?
WWDC 2025: a Warning Shot, Not a Letdown
Although the group was busy yawning by means of WWDC 2025, we have been wide-eyed, studying between the traces.
With Liquid Glass, Apple doubtless unveiled a brand new period…
One the place computing isn’t one thing you look down at – it’s one thing you look by means of.
And that’s the sort of transformation you need to put money into earlier than it hits the mainstream.
As a result of by the point everybody else realizes the smartphone is dying, you’ll already be holding shares within the corporations constructing what comes subsequent.
Now, talking of what’s subsequent, we even have our sights set on one other specific nook of the AI market with huge revenue potential: what we name “AI 2.0.”
And we’re not the one ones bullish on this sector…
Morgan Stanley (MS) believes it may turn into a $30 trillion market over the subsequent few many years.
That is the place we see the subsequent wave of trillion-dollar alternatives taking form – and we’ve recognized a standout strategy to faucet into this rising part of the AI Revolution.
