I get that Apple wants to sell another hard product line / SKU / etc to hit a specific corp gross margin target.
But this does not seem to justify being hardware.
This seems better as a connected AI app on your phone, iPad, Mac… whatever. As you go room to room in your home, you talk to the AI app which hears you on any device and responds from any device. And the App itself is connected to smart home devices.
Example: I am in the hall closet looking at my supply of hand soap bricks…. “Hey, supposedly intelligent Apple AI. Check Walmart prices for X brand soap blocks.” The iPhone in the bedroom answers me. I walk into the kitchen and say, “Hey, supposedly intelligent Apple AI. Make a shopping list. Put that soap on it, as well as paper towels, almond milk and sockeye salmon.” The iPad on the kitchen counter responds that the list is created and that CarPlay in the Toyota Camry has directions to a place that has cheaper sockeye than the local Walmart. I then ask…. “Hey, supposedly intelligent Apple AI. Is it going to rain today?” It says, “40% chance of rain possibly starting in the next 30 minutes in this area. The rain should continue for 2 hours.” I say, “OK. Please adjust the heat in the house higher by 2 degrees starting now. That way the rain won’t chill things too much.” The HVAC system in the home activates. I say, “Thank you” as I head to the garage. Through my watch, the AI says, “Not at all. And you are looking quite sexy today.” I say, “Shut up… and open the pod bay doors. Anything else you have to say, tell me via text or speak though my Beats Fit Pro ear buds.” My phone buzzes. I look and a text message says, “As you wish.”
To me, this is an omnibus persistent subscription AI service in the cloud that provides monthly rents for Apple and connects to other cloud services while being omnipresent on all of your AI enabled Apple devices and apps. It seems way more profitable and “must have / must keep / must maintain / must update” in that form versus a pure hardware solution.
Of course, this would entail Apple having a truly intelligent Apple AI.