Thierry from arvy 🇨🇭

Was this Meta's iPhone moment? On January 9, 2007, Steve Jobs walked on stage and unveiled a glass rectangle. Most of the room didn't get it. Within a decade it became the most profitable product in history and made Apple the most valuable company on earth. This week Zuckerberg walked on stage at Meta Connect and made a bet just as big. Not a better phone. The thing that replaces the phone. Muse Charm, a pendant that carries an AI agent with no screen at all. VR glasses at 100 grams that make the Vision Pro look like a brick. Camera-free audio glasses. And the pitch behind all of it: "delivering personal superintelligence is now within reach." AI on your face instead of in your pocket. Here's why the comparison is tempting. The iPhone didn't win because it was a great phone. It won because it became the platform everything else ran on. Zuckerberg is reaching for exactly that, to own the next computing platform outright, so Meta never again has to pay Apple's tax to reach its own users. So will this make Meta the world's most valuable company, the first to $10 trillion? Maybe. That's the prize he's playing for. But remember what history actually teaches. For every iPhone, there's a Google Glass, a Newton, an Amazon Fire Phone. The graveyard of "the next iPhone" is enormous, and the winners are only obvious in hindsight. The vision is real. The bet is genuine. The moment might be historic. Or it might be the moment everyone points to later and asks what they were thinking. We'll know in ten years. Not ten days. What‘s your take?