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Apple Vision Pro early review: a peek into the future of computing
Respite said:Good luck fitting an M2 and fan in a contact lens at any time in the near future.
2) Based on the patent and how I think that tech would evolve I'd expect the processing to be elsewhere, perhaps even in an iPhone, Watch, or some other wearable, with the data streaming to your lens, which means it's effectively a wireless display.Mike Wuerthele said:Xed said:lordjohnwhorfin said:Apple is already at work on a contact lens version
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Apple Vision Pro early review: a peek into the future of computing
lordjohnwhorfin said:Apple is already at work on a contact lens version -
Apple Vision Pro is motivating a giant California health provider
am8449 said:Wow, this seems like quite a big investment they’re making, given that the Vision Pro is not yet a mature platform.IRC, the iPad didn’t make its way into the hands of doctors and nurses until a few years after its debut.If this kind of interest in adopting the Vision Pro spreads across other fields of work, this may be Apple’s most successful launch of a new product category to date. Exciting to think about!
2) It only took one calendar year before the typical slow moving FAA authorized a charter company to replace the paper charts and manuals with an iPad, but I wouldn't have called that mature at the time. the iPad did mature and plateau much faster than any other Apple product since much of it was a lateral move — I doubt we'll see that again.
https://en.wikipedia.org/wiki/Cockpit_iPad
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Apple Vision Pro is motivating a giant California health provider
MS has HoloLens 2 and plenty of healthcare partners, but I don't they sought out MS or if MS sought them out to try to force-legitimize the platform.
https://www.microsoft.com/en-us/hololens/industry-healthcare
What I haven't seen —and maybe I simply missed it — is anyone looking at Meta Quest in the sam way.
It'll take many years, but this will get integrated into many industries in ways that I don't think we even guess at this point. -
Morgan Stanley dubs Apple Vision Pro a 'free call option on spatial computing'
tht said:
$4b per year is 1.1m units at $3500 in the 4th year of sales? Yeah, conservative. They may be able to do that in year 2 or year 3.Morgan Stanley currently forecasts that Apple's headset business will "conservatively" ramp up to $4 billion per year in revenue after four years. In theory, this would be below the product ramps of the Apple Watch and AirPods in their post-launch timings.
As a contrast, Meta's Reality Labs division has never made $4b per year. Here's Reality Labs' financial performance:
This is amazing, and speaks to Zuckerberg's absolutely control of Meta. That operating loss line continues to scale with the revenue line. This implies that if Meta sells more Quest units, they will have more operating losses. IOW, for every Quest sale they have at $500, they lose about $2500.
A normal CEO would have stopped this a year ago, at least. That loss line has to stop getter bigger. There has to be projections in Meta when the Quest ecosystem can pay for itself, and it looks very far away.
Would be interesting to see what the AVP financials are like.