[juve1996]

> The Quest 3 will outsell Vision Pro by 10x because of this.

Which is perfectly fine and why Apple will eventually win - they don't need to sell a ton of units right now.

Apple is going about it the right way, the same way that Tesla did with their electric cars. Eventually there will be a model 3 of the vision pro - and all that R&D they put into making it the best will pay dividends down the line. Meta simply won't have that experience because they just did the cheap thing targeted a small market.

Betting against a veteran hardware company like Apple and in favor of Meta seems ludicrous to me.

[rvz]

> Which is perfectly fine and why Apple will eventually win - they don't need to sell a ton of units right now.

Eventually, both headsets will be shrunken down into the glasses form-factor, and Meta will be the Android of XR headsets and glasses or in second place overall if users want a cheaper alternative to the Apple Vision product line. Just like what Google had with Android phones, Microsoft had with Windows PCs.

Meta with their Quest headsets will win in quantity and price since there are more Android devices out numbering iOS devices regardless.

> Meta simply won't have that experience because they just did the cheap thing targeted a small market.

They have the money to acquire companies specialised in VR and AR just like what Apple has done recently.

> Betting against a veteran hardware company like Apple and in favor of Meta seems ludicrous to me.

Both will succeed. Apple will have the ecosystem lock-in advantage for those who can afford the best experience and Meta will win in quantity and make it much more accessible. Zuck's 7 - 8 year bet on Oculus seemed to be the right move all against lots of naysayers and the exaggerations of Meta's stock collapse which recovered against the news.

It has always been Apple vs Meta in XR.

[juve1996]

Windows has lost significant market share over the last 10 years. I wouldn't call that a smashing success. In the US iPhone market share has increased and outperformed android recently. Sure, global market and all - but let's be honest, android is cheap, and VR/AR is still a massive luxury - meaning most won't adopt in poorer regions, even if the the meta option is cheaper.

> They have the money to acquire companies specialised in VR and AR just like what Apple has done recently.

Apple builds its own chips, has been designing OSes for decades, building smashing success consumer hardware for decades. They're almost completely vertically integrated. Facebook was an adtech business. Acquiring fledgling startups won't help here.

> Both will succeed. Apple will have the ecosystem lock-in advantage for those who can afford the best experience and Meta will win in quantity and make it much more accessible. Zuck's 7 - 8 year bet on Oculus seemed to be the right move all against lots of naysayers and the exaggerations of Meta's stock collapse which recovered against the news.

It's already at quantity pricing and it hasn't succeeded now - what makes you think it will in the future? Meta's stock collapse didn't happen because its fundamental business is still strong - not because of their VR moonshot.

[fomine3]

> Meta simply won't have that experience because they just did the cheap thing targeted a small market.

Don't you see how Toyota succeeded? There are some ways to succeeding.

[juve1996]

Toyota was in a well established industry with a huge market. This is not comparable.