One axiom that has held true in my decades of observing tech is that timing is everything. Timing in tech is a product of capability and market. Jobs’s second stint at Apple was so impressive not just because of what was announced under his leadership, but also when. The iMac was a great computer built for the internet that was perfectly timed for when people were ready to buy their very first computer specifically to get on the internet. The iPod was a great portable music player that was perfectly timed for when people were ready to switch from CDs to MP3s. The iPhone was a great always-connected handheld computer that was perfectly timed for when people were craving an always-connected handheld computer. As amazing as each of these products were, they were not without limitations — the iMac didn’t run Windows, the iPod required FireWire, the iPhone ran on AT&T — but they were timed so perfectly that these limitations didn’t defined them. Compare that to the original Macintosh. The Mac was also great and really was the first personal computer for regular people, but it was released at a time when most regular people really didn’t need a personal computer, and so it was at least partially defined by it’s limitations. Of those who still remember the original Macintosh, many remember it as being underpowered, too expensive, and not compatible.
The Cook era is not known for perfectly timed products. Some of that reputation is fair. The Apple Watch took a few tries to find a market while the Vision Pro is arguably still looking for one. That said, there is one product released under Cook’s watch that was as perfectly timed as any.
AirPods.
AirPods were great wireless headphones that were perfectly timed for when people were ready to switch to wireless headphones1. Today, AirPods (and AirPod knock-offs) are not only ubiquitous, they are more visible than even iPhones. I personally see them everywhere… on family members, colleagues, strangers, celebrities… everywhere. For that reason alone I would argue that their importance to the Apple brand outsizes their revenue, even as considerable as it is. Apple should be especially careful when it comes to changing AirPods. A dud iPhone will be hidden in cases, pockets, and purses. Dud AirPods have no place to hide.
What makes this relevant at the moment is that leaks have all but confirmed that AirPods with cameras are imminent. While I think there are real benefits to be had with ever-present2 cameras and that putting such cameras on AirPods makes a whole lot of sense, I question Apple’s timing. While people might have been ready for camera-based wearables when these AirPods were in development, they seem less ready now. Part of that is Meta, the forerunner in camera-equipped accessories, being the same creepy and tasteless company they’ve always been. The other part is gross humans doing gross human things. Even with good intentions, ever-present cameras are clearly problematic in public spaces even when they aren’t always recording. And then, to top it all off, there’s Flock floating around in our current zeitgeist.
Late-2026 increasingly feels like the worst possible time for Apple or anyone to release anything meant to be worn in public with ever-present cameras and camera-equipped AirPods seems especially risky regardless of how great they are. If Apple released smart glasses next month and those smart glasses were met with huge public backlash for all of the reasons I listed above, the only product affected would be those smart glasses. Whether or not someone was wearing iGlasses would be obvious and only they would have to deal with the stigma. According to that leaked video, the upcoming camera-equipped AirPods look pretty much like any other AirPods. If that’s the case and these new camera-equipped AirPods are met with the same hypothetical public backlash, I don’t see how regular non-camera AirPod users who never had any intention of wearing cameras on their head in public don’t also end up getting caught in the fire. It’ll be like wearing an innocuous red baseball cap after 2016.
I am not predicting a major backlash will happen nor do I really think it’s even likely, but I do think it’s possible and don’t think it would even need to be that major in a world where AirPods suddenly become known as “the ones that might have cameras in them”. The whole line would still suffer in any scenario where public ever-present cameras are seen as distasteful and/or controversial. While I’m sure Apple will rightfully tout its long track record of protecting users’ privacy while introducing a bunch of guardrails and assurances that everything is on device, will any of that matter in world where people still put tape over the cameras on their MacBooks? Even those who know better might start considering other wireless headphones just so they don’t have to field questions about cameras that don’t exist.
AirPods with ever-present cameras could make for a really great AI-assisted wearable, but releasing them in 2026 risks them being defined by increasing negative public sentiment of ever-present cameras. And if camera-equipped AirPods are largely imperceptible from the non-camera models, that negative sentiment could end up infecting the whole line.
- Sure Apple encouraged AirPods by famously removing the headphone jack from iPhones, but I think a shift to wireless was still going to happen once wireless headphones became reliable enough. ↩
- I am using the term “ever-present” to distinguish from “always on”. “Always on” means always recording/photographing. “Ever-present” means always available to record or photograph at a moments notice. ↩


