Morgan Stanley: ‘Apple’s entry into the eyeware market will be a gamechanger’ (Philip Elmer-DeWitt/Apple 3.0 – Philip Elmer-DeWitt)

Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Morgan Stanley: ‘Apple’s entry into the eyeware market will be a gamechanger’ – From a deep (80-page) dive into AR and VR and landed on my desktop Monday. Why The Apple Catalyst Matters So Much (Thoughts from Katy Huberty Erik Woodring) We have spoken to a large number (c40) of venture-backed AR/VR companies, and despite outsized investments by Facebook and Google over …

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