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VR headsets

also referred to as: vr headset

6 statements across 5 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Oct 19, 2020 by Benedict Evans · across every show →

Everything said about VR headsets, oldest first

Oct 19, 2020 neutral
Assertion Not checkable as stated
Apple has likely kept VR headset prototypes in labs for years
“And you know, you can be completely certain that Apple has a VR headset in the lab. They've had a VR headset in the lab for five years, maybe 10 years, and they make it, because of course they do.”
Benedict Evans Oct 19, 2020 ▶ 29:16 What the Apple and Facebook events tell us about their product cycles
Aug 1, 2022
Assertion Partly supported
Evans: Meta has sold roughly 15 million VR headsets
“Facebook probably sold fifteen million. So there's maybe ten million people using one.”
Benedict Evans Aug 1, 2022 ▶ 23:45 The FTC's antitrust thesis
Dec 11, 2022 bearish
Assertion Supported
Evans: 20M VR headsets sold, only 5M-10M active users
“There's like 5,000,010 million people actually using a device, so it's twenty million people, they've sold twenty million headsets, there's five or ten million people using them.”
Benedict Evans Dec 11, 2022 ▶ 8:29 No Soup for You! Regulating tech M&A
Apr 16, 2023 neutral
Prediction Held up
Evans: Apple appears set to launch pass-through VR, not AR glasses
“It doesn't sound like it. It sounds like they're planning to do that with a VR headset.”
Benedict Evans Apr 16, 2023 ▶ 21:02 Metaverse and crypto - beyond the BS
Jun 18, 2023 bearish
Assertion Supported
Benedict Evans: Meta Quest has only single-digit millions of regular users
“So Meta sold maybe twenty million. That you have survey data that says that maybe 10 or 20% of people are actually using them regularly, which is not a great number. So there's like single digit numbers of millions of people using this thing.”
Benedict Evans Jun 18, 2023 ▶ 1:16 Vision Pro, two weeks on
Jun 18, 2023 neutral
Insight
Benedict Evans: If a $500 Vision Pro fails, the VR headset dies
“This is a sort of a destruction test on VR. If this doesn't make VR Work. Never mind the price. Then that's it. VR's done. ... Like if this doesn't, when this gets to 500 bugs, if it doesn't work, VR is done because this is the device. There is no, there's not…”
Benedict Evans Jun 18, 2023 ▶ 43:06 Vision Pro, two weeks on
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