Spurious enough comparison given there were phones, a developed phone market which was 150m+ globally even at that stage, and demonstrated clear use cases for an iphone (an ipod, a phone and an internet browser combined).
Yep it iterated and yep app store really rocket charged it beyond where it was envisaged on day one. But it was also an existing market, albeit one that was at the foothills of its potential.
AR/VR too is at the foothills of its potential. But the fundamental problem is: even when its potential is realised, it'll still just be relatively niche and relatively fringe. This stuff simply is not going to be mainstream in a serious way. And without being mainstream, there is no real revenue stream of utility for a company of Apple's size.
I have no idea why people are doing such backflips to come up with potential use cases but most of them just aren't runners. This will sell to an extent for Apple but it'll be a rounding error on their balance sheet at best - even in future versions - though I imagine a lot of the tech will end up elsewhere, so it won't be a complete lost cause for Apple.
The potential is to replace computers. In its current version, it is basically an iPad on your face. Look a little forward and it is a laptop on your face. Imagine that the price came down to $1500-2000 in a couple years, now you can buy an Apple Vision instead of a laptop. And you wouldn't need to buy a TV either. So this does have device consolidation potential like the iPhone did and it can tap into an existing market like the iPhone tapped into the phone markets.
I think previous AR/VR devices didn't quite have the right sweetspot of hardware features (too low resolution, tied to one spot, extra controllers), but this one looks like it might just do it. What it doesn't have is a low enough cost, so it will be a slow start. I'm also still curious if there will be a "killer app" that encourages people to get into it, but the long-term vision of spatial computing is itself enough of a killer feature. I just wonder how long that will take.
> Imagine that the price came down to $1500-2000 in a couple years, now you can buy an Apple Vision instead of a laptop. And you wouldn't need to buy a TV either.
I can compile code on my laptop - can I do that on a vision?
I can plug a xbox on my TV, or watch it with 4 people. Can I do that with a vision?
I think this replacing TVs is a really hard sell, except in remarkably niche people. Sitting on the couch together playing Nintendo just can’t be replaced, and apple surely doesn’t want to allow third party inputs, they want an internal app ecosystem, which Nintendo and PlayStation won’t ever do. (Xbox maybe). Laptop replacement, I can buy though. But only some fraction of those, nothing large, and certainly no larger than iPhone market share percentages.
Yep it iterated and yep app store really rocket charged it beyond where it was envisaged on day one. But it was also an existing market, albeit one that was at the foothills of its potential.
AR/VR too is at the foothills of its potential. But the fundamental problem is: even when its potential is realised, it'll still just be relatively niche and relatively fringe. This stuff simply is not going to be mainstream in a serious way. And without being mainstream, there is no real revenue stream of utility for a company of Apple's size.
I have no idea why people are doing such backflips to come up with potential use cases but most of them just aren't runners. This will sell to an extent for Apple but it'll be a rounding error on their balance sheet at best - even in future versions - though I imagine a lot of the tech will end up elsewhere, so it won't be a complete lost cause for Apple.