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by parasubvert
419 days ago
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Their priority is not selling a mass market low margin product. That is Meta‘s strategy, and they’ve lost nearly $100b because they think it’s the future of all computing. The thing is, Apple agrees. But they’re not the kind of company to burn that kind of capital. Vision Pro was all about selling an enthusiast device that pushes the boundaries of XR technology into what they thought was appropriate baseline that would shift the market. They succeeded at that, the entire market is changing their strategy to respond to visionOS. visionOS has set the baseline for spatial computing so much that even horizon OS is copying it now. Apple takes the product line very seriously, they they’re just playing a different game than you want them to play. |
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I mean, I don't care what they do (other than as a shareholder, lol. But it's not a major part of my portfolio.)
I just do not think they have made an impact on the mass-market -- and at their market cap, anything short of mass-market should be considered a failure and a distraction from products that actually sell.
"Horizon OS copying them" is flattering I guess, but they're not copying all the stupid things about AVP: The heavy, expensive metal construction, the silly outer display, the stupid tethered proprietary battery, the $3500 price tag. I do have a Quest 3 though, which is vaguely fun, but was an impulse buy I only occasionally use.
I've never even tried the AVP, and while that seems like a disqualification of me as a judge of it, that's just the point: I'm a geek. If even I dismiss it as a useless and overpriced toy, it will never be mass market, because normal people need more of a justification than I do to adopt a gadget. It needs to do something amazing that people immediately see the value of. Which is why I cited courtside NBA games (not a 10-minute short btw) as an example.
If Apple's 'game' is to make a niche device with no important apps and about 5,000 MAUs then they're playing it great.