It&#x27;s interesting iPad sales are down 25% year over year. That continues to be the biggest shock to me about Apple&#x27;s product line, although that writing has been on the wall since 2013&#x2F;2014.<p>I keep wondering when the desktop&#x2F;laptop form factor is finally going to die. I thought tablets would do it but that&#x27;s obviously wrong. Phones, surprisingly, seem to be continuing to eat away at the desktop use cases, which is expected, but I wasn&#x27;t expecting them to be carrying the brunt of it, and there are ergonomic limits to how far that can go.<p>VR is the obvious candidate to take out desktops. The solitary nature of desktop activities fits VR well. That&#x27;s my new operating hypothesis: in 10 years it will basically be phones+VR, probably with TVs still strong.<p>VR will eat some of TV, but it can&#x27;t really compete with TV&#x27;s ambient nature. AR could, and will eventually kill TV, but I am skeptical it will make a dent in the home in this decade, because that&#x27;s how long it will take to get miniaturization where it needs to be for home use.