Vision Pro

“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.”

“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…”

“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 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.”

“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.”

“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.”

“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'…”

“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.”

“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.”

“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.”

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

“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.…”