Apple’s Best Hope for New Headset: a Smartwatch-Like Trajectory
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Re: Apple’s Best Hope for New Headset: a Smartwatch-Like Trajectory
#2Re: Apple’s Best Hope for New Headset: a Smartwatch-Like Trajectory
#3Re: Apple’s Best Hope for New Headset: a Smartwatch-Like Trajectory
#4Their confidence is blinding.
Re: Apple’s Best Hope for New Headset: a Smartwatch-Like Trajectory
#5Re: Apple’s Best Hope for New Headset: a Smartwatch-Like Trajectory
#6I wonder if we'll now see "VR was a bad bet", when everyone is turning into LLMs and hoping Apples comes up with something on their own.
Re: Apple’s Best Hope for New Headset: a Smartwatch-Like Trajectory
#7> With that in mind, executives are striking a realistic tone within the company. This isn’t going to be a hit product right out of the gate. But it could follow a similar trajectory as the Apple Watch. Their confidence is blinding.
I have not found a use for a VR headset or the Apple Watch, beyond as a toy, or fashion accessory. Even then, it's been so long since I've worn a watch that wearing a watch is awkward. Yet apparently Apple sells a lot of them, and it is the smart watch with the highest number of global sales.
Re: Apple’s Best Hope for New Headset: a Smartwatch-Like Trajectory
#8> With that in mind, executives are striking a realistic tone within the company. This isn’t going to be a hit product right out of the gate. But it could follow a similar trajectory as the Apple Watch. Their confidence is blinding.
Can you elaborate? I have not found a use for a VR headset or the Apple Watch, beyond as a toy, or fashion accessory. Even then, it's been so long since I've worn a watch that wearing a watch is awkward. Yet apparently Apple sells a lot of them, and it is the smart watch with the highest number of global sales.
Re: Apple’s Best Hope for New Headset: a Smartwatch-Like Trajectory
#9> With that in mind, executives are striking a realistic tone within the company. This isn’t going to be a hit product right out of the gate. But it could follow a similar trajectory as the Apple Watch. Their confidence is blinding.
If it follows the Apple Watch, then it will be the undisputed market leader in the product segment, which honestly I think it will. The competition is very weak. Meta's efforts have largely failed with the MetaVerse and their whole ecosystem seams very stagnant. Valve and HTC aren't doing much in this space. Sony's PSVR is promising, but it is completely locked into the PlayStation ecosystem, so I see it being limited just to first person games for the most part. Microsoft has completely abandoned the consumer market with HoloLens and prefer to sell very expensive headsets to industry and the military instead.
This is a very ripe market for Apple to disrupt if they can execute well. Very reminiscent of the smart watch market before the Apple Watch.
Re: Apple’s Best Hope for New Headset: a Smartwatch-Like Trajectory
#10When do we get updates on their internal stock buy/sells :)