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One of the biggest areas that will be impacted by AI over the coming years is Marketing. I’ve run an email marketing company for the last 5 years and that’s where I spend the bulk of my time (Future of Disruptive Tech is more of a fun side project for me since I”m really into technology).

AI has had a MASSIVE impact on my industry over the last 18 months. Between Facebook’s algorithms changing up media-buying strategy, AI-driven copywriting, and short form AI video content…

The main resource that I use to stay ahead with AI Marketing is called Genesis and it’s run by my friends Luke Mills-Iha and Mario Castelli.

They’re at the forefront when it comes to AI and have helped me a ton.

If you want to learn more about them…check this out. 

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Today’s Menu

• Apple’s “China Woes”

• Apple Hits Pause on Vision Pro 2 Launch

• The Path to a $10T Crypto Market Cap

TODAY IN AI

Apple’s “China Woes”

Regulators inside the world’s second largest economy, China, have to approve all AI systems before they can hit the market. China has only given the greenlight to 117 AI products so far (all of which are from China).

AI is definitely facing an uphill battle when it comes to Chinese regulations.

Why is this important? China is Apple’s second-largest market, playing a major role in the overall health of the company. Without AI features to draw in new customers, the iPhone’s market share has already fallen to third place behind two domestic rivals. To reverse its odds, Apple could team up with Alibaba or Baidu, two Chinese tech giants who’ve already built their own consumer-focused AI models. But US officials want Chinese companies to be more transparent about what they’re doing with users’ data. Meanwhile, Apple’s focus may have shifted to other, potentially bigger, partnerships.

Meta’s paying attention. OpenAI isn’t the only company shaking hands with Apple. According to the Wall Street Journal, Meta is hoping to strike a similar deal (I.E. integrate its generative AI model into Apple's new AI systems for iPhone). While the news wasn’t confirmed by either party, a deal with Meta could help Apple stand out. In turn, Apple gets to broaden its partnerships and climb up the AI ladder.

Tools To Try Out:

• Eleven Labs - AI Audio to create a custom voice of yourself

• Synthesia - AI Video to create a custom avatar of yourself

• Synthflow - Build AI Voice Assistants to automate key tasks

^{TODAY IN VR}

Apple Hits Pause on Vision Pro 2 Launch

Apple is reportedly halting the next high-end Vision Pro to focus on a more affordable version.

Here's the deal:

Apple has "suspended" work on a premium Vision Pro successor. Instead, they're doubling down on a cheaper headset, aiming for a release by the end of 2025.

This budget-friendly Vision will still feature high-end micro-OLED displays but weigh about a third less than the current $3,500 model. Apple targets a price range of $1,000 to $1,600, comparable to a high-end iPhone.

To achieve this, Apple is looking at new display suppliers in China. However, SeeYA Technology, one potential supplier, is reportedly struggling to meet Apple's standards.

Although the Vision Pro brought a ton of eyeballs to the world of VR earlier this year…

Virtual Reality (or spatial computing…whatever we’re calling it these days) hasn’t caught on as much as Apple and Meta expected it to.

Consumers don’t have a problem paying $1,000 for an iPhone that will have 4+ hours per day of screentime. Or a $1,200 Mac that they can work on all day long.

But paying $3,000 for a Virtual Reality headset (whose use cases are still “iffy”) has been a tough argument to make.

^{TODAY IN Crypto}

The Path to a $10T Crypto Market Cap

How is crypto going to reach a $10 Trillion market cap?

Currently the crypto market cap sits at $2,311,863,170,360. So basically we need it to 4x.

Let’s break this down:

Right now Bitcoin has clear dominance at 50.4% of the crypto market cap. As of this morning, BTC has dipped down to $61,000. A 4x on BTC would be approximately $254,000 per BTC. I personally don’t see this happening short term (I.E. next 6 months), but long term yes.

BTC is followed by Layer 1 blockchains (L1s) at 28.9%. Together, BTC and L1s make up about 80% of the market share.

ETH is at $3,300 this morning. SOl is at $127. So basically we’d need ETH to go to $13,000 and SOL to go to $600. I actually think this is pretty doable short term with the impending ETH ETF (and a lot of people speculate on a SOL ETF as well).

The rest of the market consists of smaller sectors such as:

• stablecoins

• DeFi

• Memecoins

• AI, and others (i.e., storage, metaverse, data availability, etc.)

This gets a bit dicey since these coins are much more unpredictable. You have all these pump n dumps that drive price WAY up and then let it plummet. But ultimately these make up a relatively small percentage of the crypto market cap.

So ultimately we’re banking on BTC, ETH, and SOL doing a 4x.

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Thanks for reading!

Until next time,

Damon