Apple Vision Pro

part of Apple

7 statements across 4 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Feb 2, 2024 by David Sacks · said 62 times in 13 episodes since 2023 · across every show →

Mentions by year

brought up most by Jason Calacanis (37), David Friedberg (11), Chamath Palihapitiya (10), David Sacks (4)

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2026 1 mention in 1 episode
2025 2 mentions in 1 episode
2024 58 mentions in 10 episodes 6 per episode
2023 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Apple Vision Pro, oldest first

Feb 2, 2024 bullish
Prediction Not checkable as stated
Sacks: Spatial computing headsets will eventually shrink into normal smart glasses
“It's really a proof of concept. Look, I think it's a great thing for innovation that they're starting with this, you know, like you said, expensive headset that maybe is not that ergonomic, but eventually it'll come down and the form factor will be glasses or …”
David Sacks Feb 2, 2024 ▶ 7:19 E164: Zuck’s Senate apology, Elon's comp package voided, crony capitalism, Reddit IPO, drone attack
Feb 9, 2024 bullish
Prediction Not checkable as stated
Friedberg: Apple Vision Pro will boost greenhouse worker productivity by 10x
“And I was like, man, literally every aspect of this job will be massively improved and productivity will go up by 10 X. With these goggles.”
David Friedberg Feb 9, 2024 ▶ 4:45 E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
Feb 9, 2024 neutral
Assertion Partly supported
Friedberg: Apple Vision Pro hardware setup prevents easy device sharing
“In order to log in, you know, it does like a eye scan. Or you have to have like a lock in like login like you do with your phone, but then you got to reset the eye because it automatically sets the eye position. So when you put on someone else's headset, you g…”
David Friedberg Feb 9, 2024 ▶ 18:18 E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
Feb 9, 2024 bullish
Prediction Open · timeframe Feb 2029
Friedberg: Apple will reach $100B in Vision Pro sales within five years
“I think they're going to sell a hundred billion dollars of Apple vision pros, not this version, but this version plus the next version probably over the next. I would guess for them to get to a hundred billion in sales, it'll take them less than five years.”
David Friedberg Feb 9, 2024 ▶ 14:28 E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
Feb 9, 2024 neutral
Opinion
Calacanis: Apple Vision Pro is an enterprise device
“I think this is an enterprise device.”
Jason Calacanis Feb 9, 2024 ▶ 18:00 E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
Sep 27, 2024 bearish
Disclosure
Chamath: I abandoned the Apple Vision Pro after exactly one day
“No, I used it for a day or a night when we were playing poker, and I've never used it again since.”
Chamath Palihapitiya Sep 27, 2024 ▶ 1:04:47 OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war
Dec 25, 2024 neutral
Prediction Not checkable as stated
Friedberg: Apple Vision Pro will eventually usher in a new computing platform
“It feels like the Apple Newton. It's definitely gonna usher in kind of a new computing platform, but it's definitely not prime time ready, as we saw with the sales.”
David Friedberg Dec 25, 2024 ▶ 1:04:11 The All-In Holiday Spectacular
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