twolf2919

Kierkegaarden said:

Why is he continuing to make comments like this?  There is no way that this will ever be verified, unless Apple announces pre-order numbers on 2/1.  If he’s close, does he get a cookie? 

As seems to be the case lately, Kuo Doesn’t Know™️.

The man seems to be jumping at straws to stay relevant around this new product.

The Vision Pro is clearly a new device category if one believes Apple's marketing.  So *iff* it's a success, it should have its own category during Apple's financial reporting.  But I doubt it will be successful from a financial perspective, so Apple might clump it into the "wearable" category to hide from investors its minuscule contribution.

“It's not clear why Kuo holds this viewpoint.  The Apple Watch was not an incredible success at launch” - huh?  it’s perfectly clear why he’s saying it - you even quoted
him: “…which would be detrimental to the short-term stock price performance”.  He’s giving investors advice - see your own title!

if you’re going to go back to Apple Watch and Apple TV, make it relevant and tell us if AAPL stock was not affected in those cases.

A remarkably wordy article that ultimately doesn't answer the question its title poses.  What is the point, really, in stating that the killer app will use features X, Y, or Z in Vision Pro?  Isn't it obvious that this is the reason Apple put those features into the Vision Pro?

The article does mention use cases such as  the possibility of  immersive attendance to live events.  But isn't the point of attending a live event that you're there 'live' with thousands of fellow attendees?  It's a social thing!  How many people would give up this social aspects of attending an event - and pay $3,500 for the 'privilege'?  It's a pretty dystopian scenario, if you ask me.    The same goes for the argument that the Vision Pro replaces a large-screen TV - it conveniently forgets that watching TV is, for many, a social activity.  No, we don't have watch parties every day, but most couples or families watch the news, TV shows or movies together.  A single $3.5k Vision Pro can't provide the same experience as a $1k large screen TV in that regard.  And I don't think anyone would buy multiple VPs to have everyone in the family sitting isolated on the couch.  Seems even lonelier than today's reality, where people are in the same room, but everyone's absorbed by the content of their smartphones.  But at least with smartphones, it's a simple movement of the head to begin interaction with another human.

Don't get me wrong - I'm a strident believer in the future of AR.   But AR will only become a mass market success when it no longer interferes with human interactions.  Goggles on your head definitely don't do the trick.  I think Apple jumped the shark with this AR "wannabe" VR headset.  I'm not sure why developers - especially small ones - would write software, i.e. potential killer apps, for it when Apple has given no timeline for a device (the vaunted AR glasses) that will have mass market appeal and thus provide a return on their investment.

I wish Apple added a lower price iPad.  Right now, the cheapest iPad is $329.   I don’t mind spending lots of money on iPhone.  With those at 6.8” in size, iPads are becoming convenience accessories for the couch.  I still have a 5 year old one (9.7”?) laying around, collecting dust.  I’d upgrade it and maybe even use it again if it was lighter and had a bigger screen - but not for $329.

My dad actually uses his - even older - iPad all the time, but is too cheap to consider a new one at $329 (he got the current one from me - a hand-me-down).

StrangeDays said:

Kuo has absolutely no business insight into Apple strategy, pricing discussion, or decision-making. He only has leaking supply chain contacts. There’s zero way he can know what Apple is thinking strategically years in the future.

Correction: he's got supply chain insights/contacts *and* common sense.  The latter alone enables anyone to forecast dismal sales for a $3500 toy with no mass market use case- no matter how good the experience.  He's, of course, purely guessing with regards to Vision Pro 2 coming out in the 2027 timeframe.  I'd submit that by that timeframe, Apple will have woken up and realized that Apple Glasses will be the only gadget with truly mass market appeal.  It is this product that everybody was hoping for in 2023 instead of the techno-tour-de-force that is Vision Pro.  Coincidentally, after the VP came out, there were rumors that Apple Glass had been pushed back to....2027 or so.