351–360 of 1001 posts
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> Zuck mentioned that activity and "doing things" are Meta advantages, but people don't want to exercise while gaming or consuming entertainment. A lot of people actually do. There is a whole community built around it.
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Pricing the headset at 7x the Quest seems like an Apple power move. Ordinarily if you’re 2nd or 3rd to a category you’d expect there to be pressure to price in the same ballpark. You want customers to compare but say the new product is worth spending a reasonable amount more than the old product because it has some bells and whistles. At $3500 Apple invites no comparison. They’re basically pretending Meta doesn’t exi…
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Blackberry was making their own hardware and OS to almost the same extent as Apple does today...are you arguing that Apple will be the next BlackBerry ?
I'm not the same poster (and hate the one-word answers with nothing to back them up), but I think BlackBerry's position could be called similar to Meta's. They were already established with lower-cost, lower-spec'd devices. However, BlackBerry couldn't conceive of how more would be transformative. They insisted that the iPhone would flop because it didn't have a keyboard and such. When you said that the iPhone wasn't…
Pricing the headset at 7x the Quest seems like an Apple power move. Ordinarily if you’re 2nd or 3rd to a category you’d expect there to be pressure to price in the same ballpark. You want customers to compare but say the new product is worth spending a reasonable amount more than the old product because it has some bells and whistles. At $3500 Apple invites no comparison. They’re basically pretending Meta doesn’t exi…
Maybe Apple doesn't actually want to sell a lot of a first generation product they know will quickly evolve?
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Why should they be in panic? They already iterated on 3 headsets, they definitely have the advantage (weren't people complaining that they spent too much $$ in VR? Now they should be terrified?)
Thats what I am saying. They had 3 iterations, yet, are technologically behind Apple. I mean, just pure technology wise, the screens, number of sensors, processing power itself is mind boggling. I am sure that all their hadware decisions regarding oculus were constrained by the compute hardware. Apple has the moat of world class custom silicon that means, the constraints on its designers are far less. And we are seei…
Apple has.
The “people with $3500 to spare” market knows that it’ll be polished and likely worth the price tag due to the “sparks joy” factor that Apple regularly delivers.
It turns out, it wasnt marketing that did wrong when Meta designed their trailer to be hip and energetic and happening.
And it wasn’t Apple marketing that just “got it right” with their trailer when they focused on immersion.
In reality, it has nothing to do with marketing. Meta just has a bad product vision. I cannot understand how they think “being actice and doing things” is their selling point? It is just so unintuitive. It’s not a smart watch.
Good thing Meta thinks “it’s going to be a fun journey” because they are now at war with the most succesful product company in the history of the world.
This sounded weak to me. Apple is making an integrated headset: their own lenses, processor, ..., down to the operating system. The Quest uses an Android based operating system and a lot of off the shelf components. We've seen this story before and it hasn't ended well for the folks in Mark's position. A personal device like these headsets needs to be delightful . It has to be responsive. It has to have the little to…
Meta doesn't need to dominate the market. Being the Android to Apple's iOS or the Windows to Apple's macOS is way more than fine for Meta's business. iPhone's did $250b in revenue in 2022. Meta as a whole did $117b.
They aren't looking to replace Apple, they are just trying to find a way to get their revenue growing again. It's a huge win in their eye's if Quest3 contributes reasonably well to bringing their 2023 revenue to about $130b.
If there was a genuine third company competing with Meta then that would be a problem for them. Valve and Pico are roughly 0% the size of Meta and Apple. They just won't have the resources to actually compete. Google has been rumored to be working on a headset. If that's the case and they didn't fire that entire org then that would be Meta's only real competition for second place.
This sounded weak to me. Apple is making an integrated headset: their own lenses, processor, ..., down to the operating system. The Quest uses an Android based operating system and a lot of off the shelf components. We've seen this story before and it hasn't ended well for the folks in Mark's position. A personal device like these headsets needs to be delightful . It has to be responsive. It has to have the little to…
> We've seen this story before and it hasn't ended well for the folks in Mark's position I think Zuckerberg would be elated if it plays out like iPhone vs Android.
Zuckerberg is in a tough spot. Especially if Google uses its control of Android to push forward a VR version of it.
>could be the vision of the future of computing, but like, it’s not the one that I want. We'll have to wait and see with Vision Pro, but it's already pretty clear that Zuckerberg's vision is not one that anyone wants.
No one wants the Vision Pro. All the progress of mankind has culminated to this one point in time where we can create entirely new realities before our eyes in stunning fidelity. And what do we use this technology for? Going to work. Talking to people about work. Sitting in the dark watching pictures and videos by yourself.
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One is priced at $300 and the other is more than 10x that. I don't understand why people keep comparing the two as if they were designed with the same objectives.
Quest pro is $1,500 (albeit 8 months old ) Yes, Apple is priced quite premium but that is also their strength Apple can price at this level and still command enough sales , Meta or any other company cannot . Even at the same price point (HoloLens 2 costs the same) as Apple it is hard to imagine another headset competing. Also none of the concept headsets MZ has shown so far come close to this
Apple is using these two groups for development of new software and for marketing. The fanboys will carry this thing around for a year or two and familiarize the general public.