Apple Vision Pro launching on February 2nd.

January 12, 2024
2 minutes

Strategy | Business Models | Tech

Vision Pro
Source: Snip of a post by Tim Cook on X

Apple Vision Pro is launching on February 2nd! ????

Some take on the product and Apple’s strategy:
1/ Patience pays off: Did you know that, on average, it takes 5 years for any Apple product to take off truly? The meticulous attention to detail and relentless pursuit of perfection are about to pay off with the Apple Vision Pro.

2/ Iteration and Pivoting: The journey to mass adoption involves multiple iterations and strategic pivots. Apple’s commitment to refinement ensures that each version brings us closer to a seamless and extraordinary user experience. The company doesn’t ship MPVs.

3/ Price Evolution: I anticipate a significant price drop in subsequent models, possibly even an “Air” version. Apple’s history shows that as technology matures, accessibility increases – making innovation available to a broader audience.

4/ Static positioning: While the current model may require static positioning, watch for future updates. Apple is known for pushing boundaries, and advancements in spatial computing could enhance the device’s flexibility.

5/ Productivity & Spatial Computing: The Apple Vision Pro is clearly positioned for productivity, but the integration of spatial computing is a game-changer. Imagine the possibilities as the device seamlessly integrates into your daily tasks, creating a more immersive and efficient work environment.

6/ The future of wearable tech: My perspective is that, combined with Siri powered by AI (like ChatGPT), these glasses will become the perfect platform for a frictionless world. Imagine a world where technology understands and responds to your needs effortlessly. I wrote about it here.

Discover posts:

gaming market share

2022 Global Games Market

  We see a rush towards gaming (e.g. Netflix, TikTok), but below are the numbers. Not all players can access the overall $300 bn market, because…China & regulations. But who are the actors in the gaming ecosystem? 1/ Content production ranges from the tiniest independent developers to the largest teams, (...)

Read more
Berkshire Hathaway (BH) vs. Amazon, META & Netflix stock 2022

Berkshire Hathaway: Maybe Warren Buffet really knows how to tackle turmoils

Maybe Warren Buffet really knows how to tackle turmoils. Below is an analysis YTD for the share price of Berkshire Hathaway (BH) vs. Amazon, META & Netflix. Here is how the BH portfolio looks like: Tech (43%), Finance (25%), Consumer staples (13%), Energy (11%), Consumer Discretionary (6%), others.   Sources: (...)

Read more