Agree foldables are a good way to do product discovery! Yeah small M&A is great for advancing/derisking R&D for a given part or tech. They also embed / work cl

Agree foldables are a good way to do product discovery! Yeah small M&A is great for advancing/derisking R&D for a given part or tech. They also embed / work closely with manufacturing partners. Nevertheless they're also doing a lot on their own R&D work; a bunch of Vision Pro stuff is homegrown and there's always new potential techs we never see that show up in patent applications showing their R&D is moving along at a healthy clip, e.g. this radar based tracking system from two days ago [1]. I think folks like Google and Meta talk a lot more about their R&D where Apple is very tight lipped, since part of Apple's magic is the part of R&D that's figuring out how to take janky half-working parts, polish them relentlessly, and combine the right ones together into something that makes sense as a product. [1] https://www.patentlyapple.com/2024/04/apple-wins-patent-for-a-new-ultra-accurate-object-tracking-system-using-radar-for-macbooks-smart-glove-smart-display-more.html https://www.patentlyapple.com/2024/04/apple-wins-patent-for-...