[lapcat]

> On track to having sold less than 15% of their Y1 target (400,000 vs 3 MM)

This is a fictitious number. Apple never had the manufacturing capacity to reach that so-called target.

> the reported shareholder near-revolts

Citation needed.

[andsoitis]

GP is exaggerating (response below); at the same time many would argue that their overall argument that the Vision Pro is most probably a flop is in the ballpark. There's been much to say about price, the utility of VR, and most recently, the news that companies simply aren't bringing their apps to Vision Pro[1].

> On track to having sold less than 15% of their Y1 target (400,000 vs 3 MM)

All the reports online reflect actual vs. expected more around 450-500k vs. 800k - 1M, not 3 million.

> the reported shareholder near-revolts

The stock market's reaction to the Vision Pro announcement saw Apple's shares dip by 3%, indicating a mix of investor optimism and concern, not revolt.

[1] https://www.wsj.com/tech/personal-tech/apple-vision-pro-soft...

[dagmx]

I think both you and the person you’re responding to are correct. The supply chain reports said <1M displays producible. That’s <500K devices producible.

Regarding stock, Apple almost always dips by a significant amount during an event. They’re very much traded as buying on the hype and selling on the news.