Screens Shrink, Life Returns
Rohit Mukherjee@rohitmukherjee9
The idea
I believe screens are shrinking onto our bodies, watches, rings, glasses, and earbuds we just talk to, with a personal AI driving it all. The companies will own the devices and the compute, but you keep your data. So I built a basket across all five pieces: the device brands at 35%, the cloud compute owners at 20%, the parts suppliers inside every pair of glasses at 19%, earbuds and voice chips at 10%, and the security companies guarding personal data at 9%, with 7% held in cash.
What it owns
- These companies sell the watches, glasses and rings people will wear instead of staring at a phone. · Meta Platforms, Inc.It builds AR glasses with cameras and the AI software that runs them, putting it ahead on wearable devices that replace phone screens., Apple Inc.It sells more wearable watches and earbuds than anyone, and both are becoming ways to access personal AI without holding a phone., Alphabet Inc.It provides the operating systems and AI for wearables across multiple brands, plus Google Cloud rents computing power for those devices., Garmin Ltd.It makes watches people wear all day for fitness and outdoor activities, the most direct bet on screens on the wrist instead of in the hand., Snap Inc.It builds Specs AR glasses and is the small, risky bet here that gains the most if everyday glasses take off with consumers.35%
- The personal AI runs in their data centers, and they own and rent out that computing power. · Amazon.com, Inc.AWS rents cloud computing power for AI, and Alexa lives inside wearables from glasses to earbuds that talk to personal assistants., Microsoft CorporationIt rents AI computing power through Azure, where much of the personal AI computing will run for wearable devices., NVIDIA CorporationIt makes most of the chips that train and run AI in cloud data centers, so nearly all personal AI likely runs on its hardware.20%
- Tiny displays and low-power chips go into every wearable, so these suppliers get paid whichever brand wins. · Qualcomm IncorporatedIt makes the chips inside most Android glasses and watches, so it earns fees on wearable sales regardless of which brand wins., Arm Holdings plcNearly every watch, ring, earbud and pair of glasses runs on its low-power chip designs, and it earns a fee on each chip shipped., Universal Display CorporationIt licenses the materials behind OLED screens, the thin and low-power kind used in watches and many glasses., Synaptics IncorporatedIt makes low-power chips for sensing, touch and wireless connections in wearables and earbuds, the parts that let small devices work without screens., Himax Technologies, Inc.It makes the tiny displays and optical components inside AR glasses, a small supplier that grows if everyday glasses go mainstream.19%
- For people who don't wear glasses, earbuds become the way to talk to their AI, and these companies make the audio parts and the buds. · Cirrus Logic, Inc.It makes the audio chips that help earbuds sound good, covering the audio path for people who skip glasses and talk to AI through sound., Knowles CorporationIt makes the tiny microphones and speakers inside earbuds and hearing devices, the parts needed to talk to AI without looking at a screen., Sony Group CorporationIt makes premium earbuds and headphones plus the image sensors and microdisplays that sit inside AR glasses.10%
- If people own their data, someone has to lock it to them, and these companies sell identity and security tools that do that. · Okta, Inc.It handles logins and identity verification, the infrastructure needed for people to own and control their data in someone else's cloud., CrowdStrike Holdings, Inc.It protects devices and cloud accounts from break-ins, keeping personal data secure even though companies own the computers holding it., Cloudflare, Inc.It runs a global network that encrypts traffic between devices and the cloud, and is building tools for AI to run closer to wearable users.9%
- Cash7%