IMHO, spatial live streaming is the killer app. Spatial live stream of concerts, sports, travel, social media influencers’ shows and how-to videos are more exciting and easier to understand. Companies who refuse to adapt their current 2D hot apps are giving young turks the opportunities to upsurp them.
Please timestamp my comment. I don’t think what this fanboy predicts will happen at all. 50% price drop in 2 years? Don’t think so.
Also Apple doesn’t seem to be buying Nvidia chips at scale. Even car companies like Tesla bought more. Where are they going to get their AI from?
Just thought of something. Don’t see anyone making this connection so I will just dump it here.
I saw some initial reviews of Vision Pro and you know what’s the most exciting use case according to multiple reviewers? They are most excited with using the headset as a Mac display. Not some fancy immersive VR thing. Not even games. But using it as a display.
So that brings to mind Clay Christensen’s Disruption Theory:
Do customers need a fancy monitor strapped to their face that costs $4,000? With batteries that last only 2 hours? I don’t think so. It is overshooting the market. Huge monitors cost $500 nowadays.
Tag: Apple is doom. Feb 2, 2024.
Clay has been wrong about AAPL for a long time.
Influencers are influencers. Enough said.
Yet another Apple is doom proclamation from an non-AAPL investor.
When will you buy a Vision Pro?
Am I obliged to tell you?
I take that as a No, you didn’t buy.
So even for Apple fanboys and shareholders, Vision Pro has very limited appeal.
Screwup conclusion.
Amateurs run AI models in data centers. The scalable and affordable way is to run AI models on devices. Then they only need nVidia chips to train models.
Everybody knows that. In fact it’s not difficult to design custom silicon to do inference. The key question has always been, where and how does Apple train its own model if it hasn’t loaded up on Nvidia chips already.
Or maybe it will license from OpenAI or one of its competitors? Because it is hopelessly behind?
@manch has insider info 
or parrot main stream media or didn’t know Apple doesn’t talk about WIP nor hyperventilate vaporware.
Do you realize how many GPUs it takes to train a model? Hint: meta isn’t just training models with all those GPUs.
Apple SIRI and word prediction when typing is so bad that based on those efforts I shudder to think how bad their AI efforts might be. However, Apple might surprise positively, i.e. we might be surprised in spite of the past Apple efforts.
Compared to that Google is at least a few generations ahead(I’m talking of software/OS) and UI on mobile devices, which surprisingly I found to be much “better”(I know UI can be subjective).
Scam call detection is also behind on Apple phones.
Only reason sticking to Apple is due to privacy concerns of Google, otherwise if had to buy a phone I would have gotten a pixel today.
Spotted in San Jose. Don’t think you will get a date walking around with that thing on your face.
If it was SF, someone would steal it from him 
“Our M.O., if you will, has always been to do work and then talk about work and not to get out in front of ourselves,” Chief Executive Tim Cook said on the company’s earnings call. Apple AAPL was going to “hold that” standard to the topic of generative AI as well, he added, in response to an analyst’s question on the company’s AI plans.
Walt Disney (DIS.N) has quietly worked with Apple for years on an app for the Vision Pro’s launch, the latest in a history of collaboration between the two companies.
… a new canvas for how we can tell stories in a way that hasn’t been done before,” said Aaron LaBerge, chief technology officer of Disney Entertainment.
Let’s see how creative is Disney.
…The device also opens new ways to experience live sporting events or theme park rides, LaBerge said.
Spatial live streaming 
Apple’s approach “suggests a lack of confidence that consumers will feel compelled to buy immediately without needing to be convinced by in-store demos,” Sacconaghi wrote.
I am one of those who will be going to in-store demos. Is a new category and need to make prescription glasses.
“It’s important to recognize this is not a consumer accessory device, like Apple Watch. This is a whole new computing platform,” Wright said. “I’m of the opinion that this is more like what comes after the Mac than what comes after the iPhone.”
Exactly.
