Vision Pro

“They put the person on Vision Pro on Siri and he fixed it. Wait, Mike Rockwell.”

“Apple never advertised that as a social device. All the marketing was just You're sitting alone at home, and all you're doing is the Vision Pro. Nobody else exists.”

“And I think the sweet spot for specs coming later this year is the wearability of, you know, normal glasses, but the capability of you know, true spatial computer, like something like a Vision Pro.”

“They took a half-hearted swing at the metaverse with Vision Pro that didn't work out and their AI story has obviously been bumpy.”

“Like, yeah, I think that's going to be a big product, but I think similar to a Vision Pro, it's going to be probably priced out of, you know, the mainstream and take a few iterations to get pretty good.”

“I also think they've done a pretty terrible job marketing it, because I'm ingrained in this ecosystem more than anyone else I know, and probably most people in this world, and despite the fact that I've had a Vision Pro, despite the fact that I'm totally tuned…”

“They're obviously about to release a new version with just an upgraded chip. It's apparently going to have a slightly better headband, which is nice because the current one is not any good, but beyond that, it will just be a chip upgrade.”

“The device itself is just way too bulky, way too heavy. Everything about it is just inconvenient to use. And it's just the time, the market completely wrong. And obviously they couldn't have known AI was coming as in as hot as it did, but like, you know, they …”

“They haven't updated this thing at all guys. Like, for anybody out there, I can't even tell you how much they've just abandoned this thing completely, so if you don't like any of the day one stuff on it, do not get it, because they haven't, they've barely done…”

“The problem with the entire Vision Pro right now is that it's just a singular experience. It's only happening when I'm by myself. And TV is actually way more social than people think.”

“If they discontinue it, it's such a colossal defeat and sort of like verifiable proof that you are an iPhone company.”

“If they can keep the same screen, get rid of the external screen, switch it to plastic instead of metal, so it's half the weight, like, and half the price, like, they have a winning formula, for sure.”

“When the Vision Pro came out, we did it. We had about 40 Vision Pro devs. We probably had the largest concentration of Vision Pro devs out of Apple.”

“Apple intelligence, maybe it'll come around, but it is so, so far from anything we have seen even remotely close to useful. The vision pro flop.”

“I do maintain that if you want to say, Cost per minute of use that the Vision Pro is probably the most expensive device in the history of the world.”

“This week they announced their discontinuing production or reducing production on the Vision Pro.”

“Also, according to the information, we've known the Vision Pro hasn't exactly been a rocket ship, but it does appear like they are suspending production on version one.”

“The point of this product was to get it in the hands of software developers so that they can see what's possible with you know, this new operating system, this entirely new context. It wasn't meant ever to be. A consumer device.”

“They're working on this like internal code named N one Oh nine. It's the cheaper version likely the smaller version, the more Orion esque version of the vision pro. And they're expecting to produce somewhere between like four and eight million units of that is…”

“Apple initially targeted sales of three million Vision Pro units. Then they revised the number to 900,000. Then they revised the number to 800,000, and it looks like they sold 450,000.”

“But I think the reality is it's just not there yet as a platform for mass market appeal.”

“For what it's worth, I will say that since the Vision Pro, talk about flashy Apple launches, since the Vision Pro was such a failure, ultimately.”

“My point in this is like, I know you're down on Vision Pro, but the smart glasses are happening, you guys.”

“On the Vision, as it is, how it is today? I, short. I think it's a product in search of a market.”

“This will be the first product for Apple where they have more returns than they have on any other metric You. You can plot the graph, and it's since Steve Jobs came back, this is probably the first thing that is a turd.”

“You know, I think Apple sees the Vision Pro as potentially a long-term replacement for multiple different product categories. I think they see it as something, ah, that has potential to replace the iPad as a consumption device, potential to replace the, ah, th…”

“The Vision Pro went on sale in February, 2024, so a little bit earlier this year. But development of that project kicked off around the same time as the Apple Car project, and you can argue the Vision Pro was an eight, nine, year, 10 program as well.”

“The most fascinating thing that I saw was Zach talking about the utility of Meta being better than Vision Pro and their product. And that's exactly going to work well for Apple because when you try to make the product more utilitarian, it loses status. And if …”

“I didn't watch it yet, but I knew about that because we reported in the information that that was the moment when they demoed it to Bob Iger.”

“I totally believe the vision pro will get Hollywood and content producer over the hump of actually producing content, like literally like movies.”

“So with a venture capital hat on, it's like, do you invest now to be ready for three years from now? Probably not.”

“They've sold already 200,000 units. Which doesn't seem like a lot, but for a V one, that is a lot. And they're gonna sell a half million this year.”

“I take the over.”

“Well, apparently they pre-sold 200,000 units”

“You can open Excel and open a spreadsheet and it looks as good or better as it will look on your 3000 dollar five K screen on your desk.”

“The one caveat is that the video pass-through, you can see it's a screen. So there's digital stuff you can't. The video pass-through, the physical tracking is perfect, but if I sit in front of my Mac and look at the screen, the text is fuzzy.”

“And what I wrote last summer was that Meta basically has the right price and is working towards the right device. And Apple has almost the right device and is working back towards the right price.”

“I don't think the future of computing is having five screens. And the reason that most people don't have five screens isn't because they're expensive and they don't have room. I don't want to work on a spreadsheet that has and see 200 rows and columns at once.…”

“To me, what, what's going on right now is that Apple is distributing a pro device. This is a truck, not a car. They're sending trucks out to... They're sending trucks out to developers... And the developers are, you know, they're just trying to get a bunch of …”

“And you could say it's Vision Pro, but I don't think Vision Pro is the iPhone.”

“What they've done is they've taken the dream device that everyone was sort of saying we need to have and that everyone sort of thought they would have in 2030. Maybe earlier, but basically, for the sake of argument. And they're going to sell it in 2024, so it'…”

“And so Apple will sell, pick a number, tens to low hundreds of thousands of them next year, but picking a number wildly out of thin air, apparently people in supply chain say they'll be very supply constrained on the screen.”

“Two years ago, we published the render of, and it looks the same, so that tells you how long it takes to make artwork.”

“I do believe the screen technology that they've built is going to be, like, I mean, they literally are going to be, like, the sharpest, best screens in your house.”

“I do think it's going to get More universal, obviously, in like five or 10 years when these look like real glasses, which everyone thinks will ultimately happen, but it's been a pipe dream for a long time.”

“But you get back to like, is this a consumer product anyone's going to use? And I don't think so. Right. Is the honest answer.”

“The one thing they didn't talk about is fitness, which is interesting because VR fitness is the one thing that's other than games sort of work for Oculus.”

“The ad they show is like the kid can run up to you and talk to you and you can still see them and interact with you, which I have to say I'm kind of skeptical about. It seems to me that's okay, that's just enough for you to see why I should take my headset off…”

“I think it's now blinding the obvious that the iPhone 15 will have a three D video camera so that you can create content that will flow into this.”

“This is called the Vision Pro, very clear signaling that there's going to be a Vision. So there's going to be cheaper, you know, the price will kind of cascade down.”

“I'm not the right analyst to ask, but you know, they're not going to sell fifty million of them next year. They might, you know, they might sell a couple, they're going to sell a couple of 100,000.”