Core Insights - The Alibaba Quark S1 glasses are gaining significant attention in the AR and AI glasses market due to their integration of display, AI models, and voice control capabilities, allowing users to perform various tasks such as payments, music playback, and photography with a notable battery life of 7 hours [1][2] - The current market trend indicates that AR and AI glasses are becoming the second terminal product for users, alongside smartphones, suggesting a shift in consumer behavior towards adopting these devices as essential technology [2][11] - The development of a robust developer ecosystem for AR and AI glasses is hindered by the closed nature of the Android XR operating system, which is not fully open-source, making it challenging for developers to create applications [2][11] Product Features - The Quark S1 glasses feature a detachable design with a battery life of 7 hours and a standby time of 25 hours, catering to user convenience [1] - The glasses are currently integrated with Alibaba's ecosystem, including applications like Tongyi Qianwen, Amap, and NetEase Cloud Music, focusing on a closed-loop ecosystem [1] Market Dynamics - The competition in the AR and AI glasses market is intensifying, with various manufacturers vying for market share, indicating a potential for rapid growth in this sector [2][11] - The lack of a unified operating system among different AR and AI glasses manufacturers is leading to fragmentation, making it difficult for developers to create cross-compatible applications [15][17] Developer Ecosystem - The success of the Quark S1 and similar devices hinges on the establishment of a developer ecosystem, which requires a significant user base to attract developers [11] - The current absence of a dedicated App Store for the Quark S1 limits its potential user engagement and application development [1][11] Future Outlook - The introduction of new operating systems like MentraOS, which aims to provide an open-source platform for AR glasses, could potentially reshape the market by allowing more flexibility for developers and manufacturers [15][17] - The evolution of user interaction with AR and AI glasses is expected to lead to the emergence of new social applications, potentially replacing existing platforms like WeChat [12][13]

就在最近WWDC发布会结束之后，苹果操作系统更新了OS名字，各个终端统一都叫做OS26。 在发布会结束第一天，因为是开发者账户，我就获得了更新了OS26的资格，从整个交互设计、UI设计上，OS26的确是苹果除了IOS7之外最大的革命。 我的电脑是MacBook Air M3,手机 iPhone16Pro 以及vision Pro，都进行了更新。 结果是，我非常后悔就是更新了新系统后，整个手机、Mac电脑开始变卡顿，掉帧数。虽然是产品经理，但我却忽略了，任何系统与智能化硬件， 从硬 件设备更新到软件设备更新，软件系统版本一定晚一点更好用，越早越难用，这一次更新后，虽然体验了新的UI界面与交互，但导致我整个办公的生产 力却变低了。 现在连AXURE9.0都打不开，也就是产品经理没有枪了。 这让我想到自己工作中，软件的新版本或者是早期版本都会存在非常BUG的情况，这个时候除了产品经理要随时准备好回退机制外还有就是发布策略， 比如灰度发布，而苹果的号召力就更厉害了，直接用户主动来安装，并且beta版本只有开发者可以安装，也就是像我这样主动尝鲜并愿意冒风险的用户。 而真的工作里，我们还是会给一些文案，让用户不要那么焦虑 ...