Pema

Needless to say the usual chorus of Wall Street naysayers will be prising their high rise windows open and standing on a ledge threatening to jump. 

All you ever read about the Applecar is it's coming. Then senior staff leaving to work at other companies. 

Now we have a new update: Applecar will pick me, take me home and play music. Well, I have all that right now. My spouse picks me up, takes me home and instead of playing music I get a todo list. 

For all the fanfare about the Applecar I would want to have a whole band sitting on the roof while I am being driven home. 

The other very salient point, in case Apple hasn't noticed is that the Chinese are flooding the market with EVs - which is what I presume the the Applecar will be - the result of which prices have been forced down, down, down. Just ask Elon Musk - he has had to reduce prices 6 times since the car was launched. 

If you bought at the launch your car would be worth next to nothing. 

I would be more focused on the strain on the user's pocketbook. In our household we own two iPhones, a MacBook Air and if we were to purchase a VP we would be at the $10K level. That's a lot of $$ to pay to own gear that is non-life-essential but is part of the modern tech household. 

I may hold off on the 2nd generation VP (2026): lighter to wear and on the pocketbook, integrated battery pack and with 3-4 killer apps that prove as tech essential as owning an MBA and two iPhones. 

We have done without foldable phones which are slowly dying on the vine and other tech gimmicks which have faded with time. 

If the VP survives to 2026 and the new version proves to be compelling technology - read useful - than at $2K we are interested. 

Xed said:

You mean, currently nonexistent because it hasn't officially shipped to consumers yet?

All this doom and gloom over VP because it is normally expected that every product that Apple ships, sells in the millions which is what makes Apple a $3 Trillion company. 

VP is a brand new product from Apple. It will take a little time to build up momentum from the pros down to the prosumers and then consumers. 

And once it becomes a defining product all those folks who are bad-mouthing the product will have to get together at a restaurant and eat their own words for a meal. 

I don't know about this Ming Cho Kuo. Around the Apple haunts he is regarded as some venerable soothsayer like Nostradamus.   

One day he says that his estimate is 60K-80K units. Then he reads his tea leaves and comes up with 180K sold. But, and this is where he is covering where the sun don't shine, orders are tapering off. And oh, yes, it is a niche product. 

OK. Tomorrow Apple starts to sell the hell out of Vision Pro because other than amateurs take an interest - pros in every industry where there is a need for an MR headset - and then Ming comes back and revises his tea leaves and says, well Apple just sold one million VPs and it is no longer a niche product, it is now an industry defining product like the Bondi Blue Mac, the MacBook, the iPod, the iPhone, the iPad, the AirPods, the Apple Watch and on and on and on. Unlike Google that has a miserable time with hardware releases Apple creates INDUSTRY DEFINING products. 

And once VP takes off, Netflix, Spotify etc. etc. will create native apps and Ming will say, 'see, I told you so', forgetting all along that his tea leaves are just that, tea leaves and sometimes he gets it right and most times he gets it wrong. 

Perhaps Ming can spend his time more productively looking for MH370.