| Vision Pro is not earth shaking or category defining. It's entering a crowded market that isn't even that big. As the premium option. Climbing that hill is going to be a very tall order. Apple's brand will not be a moat, either. Zuck's initial response to Vision Pro [1] was the correct one: > From what I’ve seen initially, I’d say the good news is that there’s no kind of magical solutions that they have to any of the constraints on laws of physics that our teams haven’t already explored and thought of. They went with a higher resolution display, and between that and all the technology they put in there to power it, it costs seven times more and now requires so much energy that now you need a battery and a wire attached to it to use it. They made that design trade-off and it might make sense for the cases that they’re going for. > But look, I think that their announcement really showcases the difference in the values and the vision that our companies bring to this in a way that I think is really important. We innovate to make sure that our products are as accessible and affordable to everyone as possible, and that is a core part of what we do. And we have sold tens of millions of Quests. [1] https://www.roadtovr.com/apple-vision-pro-zuckerberg-reactio... |
I don't think this will be an easy market for anyone. It's low attachment, low critical app space.
I want to believe, though.