But yeah, need a product to drive up adoption so a healthy ecosystem can form around it… so they can capture 30% of it
It was crystal clear that the iPhone was going to be a huge thing. An AR/VR headset is much less clear. I think it's only slightly clearer than mud at this point. Apple does have a history of trying to force things on the industry that went over like lead balloons. The VisionPro could be the next trashcan MacPro, or it could be the next hotness after building from a slow burn. Apple never released an updated trashcan, but they are looking at the next headset. So that's a signal in and of itself
What’s the point of dev kit 2 when there still aren’t a lot of regular users?
(Seems tough though. Even if you can keep all the key parts of the Vision Pro at a $1500-$1600 price - that’s got to be very hard — will that be enough? I guess we’ll find out.)