What happened
Apple HomeView is now official, a new Apple TV device whose appeal rests on subpar AI.
Why it matters
The question is how large the market is for expensive devices built on subpar AI, which may limit how many buyers the HomeView reaches.
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The HomeView is now an official Apple product rather than a rumor, and the framing Stratechery gives it is blunt: the device is expensive, and the AI behind it is described as subpar. That combination is the crux of the story. A premium Apple TV can justify a high price through hardware quality, ecosystem lock-in, or a standout feature, but if the AI is the weak point, the usual premium pricing logic gets harder to apply. The unanswered question in the piece is not whether the HomeView exists but how many customers will actually pay for it, which points to the size of the addressable market for expensive devices whose main differentiator — AI — is not yet strong enough to carry the price.
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