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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.




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