At risk of being a pill, I'll note the same writeup has PC makers worried that a horrible economy for ordinary people (let's take stock war, with nuclear possibilities, insane inflation, overt oblivious classist political graft and corruption, successive waves of a world-wide pandemic, urban strife, and a climate asteroid of jurassic proportions headed directly for Earth) are also weighing on PC forecasts.
The PC industry is still the PC industry. Look at their stupid ads: they have 80% of everything and they're just watching the tides. The innovation of PC has never been lower. Apple's disruption of the PC market already occurred with the phone, but the PC lives on! Raptor Lake — who cares if no one needs Office to run faster. I have to work to keep in mind that each Intel generation step has implications for an enormous swath of products, far beyond whatever model of device was last said to be sexy.
In context The M2 is a blip, even within Apple. An incremental advance in a mobile trend-line with a now fully established trajectory. Sure it's a safe buy...
The AR/VR stuff could be the next wave.
My question for the forums is about the architecture balancing act: let's say there's going to be an AR breakthrough and all this M-kit has been arranged with the right balance of powers for creating in this new world?
Idk but looking ahead.