Tim Cook calls spatial computing in Apple Vision Pro an 'aha moment' in a user's life
Apple CEO Tim Cook believes spatial computing is a profound technology, with it adding more ways for developers to succeed on top of the already "outstanding" App Store.
Apple CEO Tim Cook
Cook was in the UK to end his tour of Europe on behalf of the company, and spoke as part of his visit to Apple's Battersea Power Station headquarters in London. As well as commenting on Apple's work on AI, he also discussed apps and the Apple Vision Pro.
"I think the apps today are outstanding," Cook said according to the Independent.. "It's a reminder of the empowerment of the App Store. I'm still amazed that an entrepreneur in any country in the world in a basement can start a company and it can be global like that."
As well as the existing success of the App Store, Cook also talked about the Apple Vision Pro, a headset using spatial computing that is expected to arrive in early 2024.
Cook offers that developers are looking forward to the headset's release. "We have developer labs in London and Munich, and we're seeing some incredible work. There's so much excitement out there."
The Apple Vision Pro is now part of Cook's nightly routine, which helps further his understanding of how it could become a major product down the road. He is also keen on getting others to don the head-mounted display for themselves.
"There are huge differences in how people look at it, depending on if they're read about it or actually tried it," he explained. "I believe even more about how profound spatial computing is. When you've tried it, it's an aha moment, and you only have a few of those in a lifetime."
The CEO also touched upon the view that Apple considers itself "tool makers" for people to change the world.
"We've always believed our tools should be as easy to use as our products, so we try to make the developer tools simple. It's the developer's idea that's the big lift, not the act of doing it themselves. It's great to see the validation of that playing out."
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Comments
I wonder, is the Apple VR Cook’s Newton?
I feel like Apple is doing an awful lot of pretending here. And those championing the product are too. Riding the coattails of other confident successes where Apple was right to be confident. There are seeing if they can actually fake the confidence, and create a market as a result. I just don't see it, because you will never fake people into spending $3500+, and you won't fake them into wearing it for any length of time.
No one ever looked at the iPhone and said, "Ugh I have to hold this thing in order to use it?"
No one ever looked at the Apple Watch and said "Ugh I have to wear this thing in order to use it?"
No one ever looked at the HomePod and said "Ugh I have to plug this thing in and put it out of the way somewhere in order to use it?"
No one ever looked at the AppleTV and said "Ugh I have to plug this thing into my TV and watch it?"
These are not objectionable products. The VisionPro is objectionable hardware from the start. People in the microscopic VR community seem to take for granted that shitty uncomfortable hardware is to be expected if you want such an experience. That shouldn't be acceptable to Apple, because it certainly isn't acceptable to average consumers.
When the Mac was released, people who were used to computers scoffed at the need to use a mouse and derided it as an under-powered toy. But within 15 years every desktop computer sported a GUI and a pointing device, despite the compromises that required.
So I'm quite bullish on the future of the Apple Vision Pro specifically and spatial computing in general. As with earlier devices we will see miniaturisation and performance improvements that will make the first generation seem antiquated after a mere decade. Having worn spectacles for 35 years now and having worn a helmet for kart racing I'm not averse to having a potentially heavy object on my head as long as the balance is correct and the experience the object enables brings benefits that outweigh the drawbacks. Nausea is the only troublesome aspect but from all reports Apple have managed to minimise that issue as well as the "world-isolating" aspect of VR headsets, so I expect the product to be quite successful.
https://lowendmac.com/1999/the-mac-is-a-toy/
https://forums.macrumors.com/threads/the-macintosh-is-a-toy.804946/
No direct quotes, but the implication is clear.
I personally cannot wait.
So, do what you do today with a company, but you will have a lot more display space, that display space can be mobile, and it has VR and AR features.
The fundamental issues still need to be answered. Like, how many people are going to get nauseous with it? That fraction needs to be really small. Will text be readable with it? This is a vicious problem and they may need something like 35m pixels to make text readable. Will the focal lengths be such that it doesn't make people tired when using it? Can they reduce the weight, increase comfort and increase handling qualities?
Those are technical problems, and if solved, Vision products will basically be another computer product market like iPad or Mac or TV. Obviously you disagree, but if they can make spatial computing work, it's going to be a $50b per year revenue market for them.
Some variation of this is applicable to every device with a display.
https://www.statista.com/statistics/677096/vr-headsets-worldwide/
This is primarily the $300-500 Meta Quest, which according to this has around 90% of the marketshare:
https://www.insiderintelligence.com/content/meta-captures-90-of-vr-headset-market-share
Steam says Meta hardware is just over 50% and the Valve Index is 20%, HTC and Microsoft around 5% each but this survey is limited to gaming:
https://store.steampowered.com/hwsurvey
Meta showed off photoreal avatars recently:
It doesn't take a leap of imagination to see how compelling that will be with something like OnlyFans (>200m users). That will be everyone's Aha and A-aah moment. People can appear in the same room as you in full 3D.
The Vision Pro price will be out of reach for a lot of people initially but as soon as displays get closer to smartphone display costs, they can make a sub-$2k model and this will bring 1st gen models down to 25% lower than that.