Apple's HomeView has an app problem

Apple, Google, and Meta are all still searching for the right AI/hardware product model while distribution and ecosystem lock-in, not raw model quality, decide who wins.

• HomeView apps are just CarPlay: Apple's developer terms force any CarPlay app onto the $299-ish HomeView display with no native video apps and no real app store; hosts argue it's essentially a MagSafe iPad dock in disguise.
• Gemini 4 Argon re-enters frontier race: Google's new model matches rivals and is ~80% cheaper, but hosts say Google still has no consumer AI product, unlike Meta's Muse (paired with a reasoning model after Alexander Wang's $200M bet).

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