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šæ Why No Oneās Buying Appleās Vision Pro (Yet)
Itās getting cold in NYC. Uniswap launched an L2. Turns out, no one wants to buy a $3500 computer that isnāt really practical to do work on (yet).
GM. Itās getting cold in NYC. Uniswap launched an L2. Turns out, no one wants to buy a $3500 computer that isnāt really practical to do work on (yet).
Without Further Ado. ā *knuckle cracks* ā Letās get into it.
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Spatial Computing Is Lagging, For Now
I mentioned on Friday how XR feels left in the dust by advertisers and developers - compared to gaming.
Well, WSJ rolled out an article today confirming that, revealing a steady decrease in new apps built on the Apple Vision Pro (AVP).
Imo, feels like a good product that just showed up just a bit too soon ā and maybe a bit overpriced.
Not too surprising that dropping a $3,499 āspatial computerā into a nascent market was risky. It was a crapshoot no matter how you look at it. This is bleeding-edge tech ā metaverse goggles feel niche and unnatural. A try-on reserved for techies. Itās not necessarily something Iād pull out at brunch to impress my socialite friends.
By coincidence, I just had my first organic conversation about it yesterday. A friend had storied a picture on IG ā she was wearing the headset and I honestly couldnāt tell if it was āski goggles or the metaverseā.
My high-level take: XR (a catch-all term for Mixed Reality, Virtual Reality, Augmented Reality, spatial, etc.) will take time to become normalized. I mean, people thought sending emails, online dating, and swiping your credit card online was bizarre only in my lifetime ā and Iām still in my twenties.
XR will get there, but itās going to take time to feel natural. While Apple has a knack for turning skeptics into believers, the world just isnāt XR-ready yet.
With a lagging user base, Apple also has to get developers excited. App releases slowed dramatically after the initial buzz, and first-quarter sales plummeted 80% by its second quarter.
Itās not just the $3,499 price tag ā XR is still finding its footing ā waiting for the ākiller appā to push mass adoption (sound familiar, crypto?).
Outlook for spatial computing
Apple isnāt playing for today; theyāre laying the groundwork for the future.
Same with Meta, Snap, and every other company thatās not afraid to swing for the fences. Remember, the iPhone wasnāt an instant hit either. Thereās a whole ecosystem brewing, and stumbling out of the gate is part of the process.
With its deep pockets and army of developers, Apple can afford to stumble now and figure it out later. And once that killer app or breakthrough use case drops, XR will be the next frontier of computing, no doubt.
TLDR
Vision Pro might not be the slam dunk Apple hoped for (yet)... but donāt sleep on XR. Tech breakthroughs often start slow, but when they hit, they change everything forever. AI was making NYT headlines way back in 2013 and didnāt pick up steam until ~ 2021.
So, yeah, maybe the Vision Pro isnāt there yet in year oneābut neither was the iPhone, the iPad, or even the Mac.
Same note as last week, sorry if there are typos. Writing these as we go and going back to edit and polish them in a centralized journal/blog.
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