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Mark Zuckerberg on Apple’s Vision Pro headset

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Re: Mark Zuckerberg on Apple’s Vision Pro headset

#451
Apple doesn't really address gaming and it will be pretty hard to port over existing games due to the lack of controllers. Which is pretty unfortunate, since VR gaming is a much more unique value proposition than reading your emails and watching TV in VR. Same goes for Meta - who wants to sit in VR work meetings?

Re: Mark Zuckerberg on Apple’s Vision Pro headset

#452

There is something quite remarkable and puzzling about the VR/AR and now SC (spatial computing) space. All major (ad)tech companies are convinced that this is a major market that will materialize and be profitable if the right combination of hardware and software is developed. Their VR "visions" differ but only at the margin. No matter how you execute it, we are talking about people (homo sapiens) putting a major som…

I share similar thoughts. If we go back in time to the mobile phone era, just before the iphone was released, the mobile market was actually flourishing and very solid: companies like nokia, motorola and blackberry managed to make mobile phones something as common as a TV, almost everyone had one. At the time Apple introduced the iphone with its touchscreen and virtual keyboard, forever game changers to the whole mob…

I don't think the experience needs to be shared.

Steve Jobs was making a comparison to headphones https://youtu.be/bQECSInWVPY

That is the way I think of it. A pair of headphones for your eyes.

Re: Mark Zuckerberg on Apple’s Vision Pro headset

#453

There is something quite remarkable and puzzling about the VR/AR and now SC (spatial computing) space. All major (ad)tech companies are convinced that this is a major market that will materialize and be profitable if the right combination of hardware and software is developed. Their VR "visions" differ but only at the margin. No matter how you execute it, we are talking about people (homo sapiens) putting a major som…

I share similar thoughts. If we go back in time to the mobile phone era, just before the iphone was released, the mobile market was actually flourishing and very solid: companies like nokia, motorola and blackberry managed to make mobile phones something as common as a TV, almost everyone had one. At the time Apple introduced the iphone with its touchscreen and virtual keyboard, forever game changers to the whole mob…

Well, if you look back at the history of Apple, most of their popular products were considered unnecessary, especially including the iPhone. Of the Mac, iPod, iPhone, iPad, AirPods and Apple Watch, I don't think any of them were immediate hits except (ironically) for the iPad.

The thing about Apple is that they iterate in meaningful ways over a long period of time. I'm unlikely to buy this first version of Apple Vision Pro. But in a few years, I expect some later version of it is likely to be as indispensable to me as my noise cancelling headphones.

Re: Mark Zuckerberg on Apple’s Vision Pro headset

#454

" By contrast, every demo that they showed was a person sitting on a couch by themself." Wait, I thought an Oculus does the same thing too. Its a blindfold on your face, and it doesnt matter if they are alone or in a crowd. Mark has got to be terrified. The power of Apple is the tight and efficient integration of hardware and software. Regarding battery power, I woukd not rule out versions that stream the video and o…

Facebook is not in panic, they're relieved that they're not the only fools betting on VR anymore. None of this will be relevant soon to consumers, except maybe games, and then it will be console makers who will push it and cash in. For Facebook and Apple it's just shareholder porn.

Apple’s implementation appears years ahead of anyone else. Just the way iPhone was when introduced.

Back in the day Nokia, Siemens, Blackberry, Palm and Ericsson had smartphones that you could do everything that iPhone could do or even more.

These were devices that only those who have to use it or those who are techno nerds used it.

When Apple introduced their implementation of smartphone, those who were using the devices from the established companies dismissed the iPhone as gimmick or inferior. Fast forward, the regular people queued for iPhones and the other smartphone makers are all gone.

Re: Mark Zuckerberg on Apple’s Vision Pro headset

#455

Earlier quoted context omitted.

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…

They’re constrained by price: they haven’t trained the market to accept a $3500 piece of hardware from Facebook. 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.

Exactly. Apple has a track record and fanbase that means they can sell a $3500 device. Meta know that even if they could build this device, there is zero chance anyone would buy it. They have to start with the low price point to make up for the lack of branch cachet.

Re: Mark Zuckerberg on Apple’s Vision Pro headset

#456
post #276

Earlier quoted context omitted.

Reality Labs is going to burn at least $16 bn in '23 and '24. Meta can't really spend much more money on this business. I think investors will mandate clarity on how the spending is bucketed and see a mix shift to HW rather than Metaverse SW. Financially, RL is the worst business on earth. No other business has lost this much money in such a short period of time.

> Financially, RL is the worst business on earth. No other business has lost this much money in such a short period of time. This is like saying, the US is the worst country on earth because of it's debt. The reality is, if you have money and you don't invest it, it loses value.

Of course the options for Meta are limited on what they could do with that cash. M&A is a non-starter, and there isn't much more they could do in FB/IG/WA. Meta already does share buybacks as well. However, the opportunity cost, such as offer cloud services or SaaS products, is what they've lost. I'm sure investors hope they become more rational in their RL capital allocation and investors would certainly prefer more share buybacks instead.

Investing in RL is not a bad idea if it can drive significant top-line growth. However, unless RL turns into one of the best businesses on earth (like FoA), it will never delivered a positive ROI since its inception.

US debt is similar in that it's invested capital, but it does provide a positive contribution to GDP. If the US stops growing, our debt will become a massive issue.

Re: Mark Zuckerberg on Apple’s Vision Pro headset

#457

Earlier quoted context omitted.

[flagged]

I actually changed the pronouns once I saw the video that was pointed out and which multiple people pointed out was news to them (like seemingly everyone else, I don’t follow their channel and it was announced only 2 weeks ago so it’s not like it’s common knowledge yet), but I’m not the one that literally dead named them along with using their old pronouns. Could you possibly be more misguided here? Like come on.

(you missed one of the pronouns, which might be the issue here)

Re: Mark Zuckerberg on Apple’s Vision Pro headset

#459
post #419

There is something quite remarkable and puzzling about the VR/AR and now SC (spatial computing) space. All major (ad)tech companies are convinced that this is a major market that will materialize and be profitable if the right combination of hardware and software is developed. Their VR "visions" differ but only at the margin. No matter how you execute it, we are talking about people (homo sapiens) putting a major som…

I fully agree, and to go one step "further" in that reasonning, there seems to be two ways on that street: one is the massive headset, which is a pain and whose only viable purpose for which people will accept wearing it seem to be gaming, and the other is the invisible headset in the continuation of google glass, which is less of a headset and more of a small addition to your everyday life. I'm very weirded out to s…

If we're to believe this, Apple is working on it but thinks it will be four years at minimum before it's good enough to be usable https://www.tomsguide.com/news/apple-glasses

Re: Mark Zuckerberg on Apple’s Vision Pro headset

#460
post #348

Earlier quoted context omitted.

Well - frankly no one has any idea about apple’s, because no one is using it. All anyone can have on Apple’s is an opinion. With Meta’s there’s evidence. Maybe it will meet the same fate. You’ve got probably the same idea as me

There are some folks that got early access to the device for reviw. At least one certainly made it clear there's not much going on with it. Maybe they are trying to keep their killer app under wraps? That floating keyboard certainly isn't it.

It isn’t even out, they’ve been working with an alpha version with no appstore. Let’s see what developers come up with first.
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