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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

#11
post #4

> 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.

This was the framing of the iphone as well: “We hope to eventually reach 1% of the market”.

Re: Apple’s Best Hope for New Headset: a Smartwatch-Like Trajectory

#13

I 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.

Maybe for FB, a web service, but Apple's competitive advantage is hardware/surfaces. Can't imagine they think betting on the headset is a bad move just from a risk management perspective in case it takes off.

Re: Apple’s Best Hope for New Headset: a Smartwatch-Like Trajectory

#14

Earlier quoted context omitted.

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.

Apple watch has its use as... a watch, fitness bracelet, health monitor, etc. Lots of people wear one for the many features it provides. A VR headset is quite more challenging, especially because we all know Apple is not a big reference in gaming...

This! I have resisted the Apple platform due to personal tastes but if they get the blood sugar monitor working (which they say they're close to), I'll switch my entire platmorm ecosystem over to Apple for that one specific feature.

Re: Apple’s Best Hope for New Headset: a Smartwatch-Like Trajectory

#15

Earlier quoted context omitted.

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.

Apple watch has its use as... a watch, fitness bracelet, health monitor, etc. Lots of people wear one for the many features it provides. A VR headset is quite more challenging, especially because we all know Apple is not a big reference in gaming...

For Apple to find success here, I think they will need to provide a compelling mix of gaming and productivity killer apps and strong tie-ins with the rest of the Apple ecosystem.

Re: Apple’s Best Hope for New Headset: a Smartwatch-Like Trajectory

#18
This will be as successful as Animojis.

This headset will have a loyal customer base, will make a big splash, but will not transform computing, creative work, or anything for the everyday user.

Apple Watch got so extremely lucky. I do not ever want to see Apple make product decisions like 'well this worked, so let's see if this will, too.' There is zero taste in that, zero craftsmanship, it's just AppleGPT Product Edition.

[not done]: Have we really all forgotten how we all fell on our collective a** we were when we saw Mac, iPod, M1, iPhone? How hard is it to know - "guess what, this was kinda 'meh'" vs. "well that changes everything"?

Re: Apple’s Best Hope for New Headset: a Smartwatch-Like Trajectory

#19

I 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.

1. It’s not like the people working on VR headsets are the same people who would be working on LLMs.

2. I think Apple has enough money to fund both initiatives to be alright

3. The unit economics of LLM products are still not proven and even when it is, any hardware product will more than likely have higher margins. Do you think people are going to give up the iOS ecosystem for Android based on an improved voice assistant?

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