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Apple’s new headset meets reality

bloomberg.com

61–70 of 527 posts

Re: Apple’s new headset meets reality

#61
At this point, with the boom in AI, I would settle for very simple AR glasses. Not trying to make 3D objects meld with the the real world view, but just superimposed graphics, kinda like Google Glass, but better. Imagine if it could automatically subtitle foreign languages, or translate Japanese street signs and advertising in real-time. Join that with a conversational AI so you could point your eyes at something and just say “What is that?” and then get whatever level of detail response you want, from a subtitle, to a voice description, to a full dive into the historical details. This is the market space for a fashionable device, but it needs to be a real view of reality, not video pass-through. Imagine renting one (if they’re expensive) when traveling to a foreign country, or at a museum. The cool think about AI integration is that you wouldn’t have to create the content like an audio-guide does. In a museum, you could learn about the artist, the time period, critical analysis, the school of art, etc. dynamically and organically. As a tourist, you could look at an attraction across the street, read (or hear) reviews, check hours and prices, book tickets, etc. Would also be great for directions.

Re: Apple’s new headset meets reality

#62
post #45

Here's one view for the device - FaceTime++ If it's a gamechanger for remote working, then I'll buy them for my company and have my remote employees use them If it's a gamechanger for communicating with family overseas, then I might see if I can convince one of my relatives to get one (though the price will be harder to justify for personal use - but not impossible if it's a gamechanger) Both of those are contingent…

The original iPhone was an iPod, a phone and an internet communicator. It was a hard sell at $599, and didn't take off until the price was lowered and the App Store started proliferating. If it had an external battery pack or cost $3,000, nobody would have bought it.

If the big killer app for this headset is "calling people", then Mark Zuckerberg is probably doubled-over in hysterics right now.

Re: Apple’s new headset meets reality

#63
> It redesigned the battery as an iPhone-size pack that sits in a user’s pocket, attached by a power cord

aaaand, that's all I needed to read about that. It's never coming to market, maybe they'll revisit the idea in years to come though.

Re: Apple’s new headset meets reality

#64

I recently wrote a long piece about why I think Apple will win the AR/VR wars. They might have a rocky start, but they still have a lot of advantages. 1. AR will devour smartphones. 2. Apple is the only company that can quickly overcome consumer AR/VR design challenges. 3. Apple has positioned itself to distribute the best AR/VR content. 4. Apple will cement its early lead with a new blue-bubble effect. --- [1] https…

Apple notoriously hinders it's own potential so it doesn't cannibalize it's own market share. They have no incentive to turn off the iPhone faucet, so why would they make a product that devours smartphones?

Re: Apple’s new headset meets reality

#65
post #64

I recently wrote a long piece about why I think Apple will win the AR/VR wars. They might have a rocky start, but they still have a lot of advantages. 1. AR will devour smartphones. 2. Apple is the only company that can quickly overcome consumer AR/VR design challenges. 3. Apple has positioned itself to distribute the best AR/VR content. 4. Apple will cement its early lead with a new blue-bubble effect. --- [1] https…

Apple notoriously hinders it's own potential so it doesn't cannibalize it's own market share. They have no incentive to turn off the iPhone faucet, so why would they make a product that devours smartphones?

> why would they make a product that devours smartphones?

Likely because they expect AR to eventually devour smartphones, and they would rather devour it themselves than let others do so.

Plus, it will be a painful growth with rough edges anyway, so the iPhone faucet isn't turning off anytime soon. In fact, it would be quite a helpful source of revenue, until AR adoption reaches the masses and gets to the stage of actually being polished and commonplace enough to devour smartphones.

See: Apple slowly winding down iPod over the course of many years, as iPhone cannibalized it almost entirely.

Re: Apple’s new headset meets reality

#66
post #64

I recently wrote a long piece about why I think Apple will win the AR/VR wars. They might have a rocky start, but they still have a lot of advantages. 1. AR will devour smartphones. 2. Apple is the only company that can quickly overcome consumer AR/VR design challenges. 3. Apple has positioned itself to distribute the best AR/VR content. 4. Apple will cement its early lead with a new blue-bubble effect. --- [1] https…

Apple notoriously hinders it's own potential so it doesn't cannibalize it's own market share. They have no incentive to turn off the iPhone faucet, so why would they make a product that devours smartphones?

"If you don't cannibalize yourself, someone else will," Jobs famously said. It's not just a good quote--it might be the smartest realization he ever had, and the reason the company he founded is now more valuable than any other. It's not often that a company is willing to cannibalize its own product to make a new one.

Re: Apple’s new headset meets reality

#67

I recently wrote a long piece about why I think Apple will win the AR/VR wars. They might have a rocky start, but they still have a lot of advantages. 1. AR will devour smartphones. 2. Apple is the only company that can quickly overcome consumer AR/VR design challenges. 3. Apple has positioned itself to distribute the best AR/VR content. 4. Apple will cement its early lead with a new blue-bubble effect. --- [1] https…

I think number 2 is a really good point. But I think the biggest reason why they could be immensely successful there is, Apple dog foods their own stuff. Apple will generate enough apps for it to be useful. This is where I feel like Oculus/Facebook(Meta)+Oculus kind of messed up where the Google really messed up with Daydream. The expectation for most of the product life cycles was for developers to just jump on board and start developing, turning out the apps. I love DayDream, but there were hardly any decent apps. Google relied too much on indie devs and 3rd party. Most of the daydream apps by google were essentially just demos. Apple will provide at least enough apps to make it useful while also using that knowledge to feed back in to the development cycle.

Re: Apple’s new headset meets reality

#68
post #34

Other than games, I'm not convinced. I do think there's an interesting use case for sports and music. Imagine being able to walk around on the field during the superbowl or on stage at a concert. But then it becomes a how do you capture it so you can walk around a real, live event problem.

I do think there is a use case in work - I can imagine sitting down and doing CAD in a 'real 3D' environment once the resolution and responsiveness are high enough (probably still with a keyboard and mouse).

One thing that VR gives you that a monitor doesn’t is 1:1 scale. It’s so easy to get that wrong when working on a scaled down version of the model. Though you can just place people in your scene for reference.

Re: Apple’s new headset meets reality

#69
post #55

I think there's a false leak here, because one of the comments on the Bloomberg article mentions them going with a design where the battery is external and connected via a wire to the headset (to prevent heat issues). That seems like such a bizarre design choice for Apple that I can't imagine they'd actually do that. Just... make the chip weaker? (Like if you don't have pockets, where does the battery go? Or if you'r…

The display on these are bleeding edge. It’s an order of magnitude more dense, and as such draws more power.

Heat and weight from the battery directly just exacerbates the problem.

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