AR Headsets

“None of those things are going to be ready for quite some time, and the hardware that we have today, it's good for enthusiasts, but the hardware we have today is not going to be something that the majority of people want to use, certainly not as part of their …”

“If Apple launches an AR headset at WWDC next summer, like that will not have hundreds of millions of users next year, the year after. Like it did take, it does take three to five years to go from the first thing.”

“I don't think you'll have that second wave until it's actually in a headset, until it's on a head mount.”

“We're talking about price points that are north of a thousand dollars for the foreseeable future, for the next two to three years.”