Vision Pro

“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.”

“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.”

“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.”

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

“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 …”

“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.”

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

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

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

“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.”

“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.”

“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.”