Apple’s strategic position is to be the main device by which apps and AI can gain access to end users. This puts them in a nice position to charge a toll on everything that passes through their device. Now if someone were to come out with a new type of device and a new paradigm that could disrupt iPhone as the main device, Apple would be in trouble.
Not long ago, Zuck seemed really confident about metaverse/AR/VR. Apple took the disruption threat seriously and countered with AVP. Now it looks like metaverse flopped. I suspect the priority of AVP has gone down inside Apple accordingly.
Hadn't the Metaverse already well and truly flopped before the AVP came out? It's a cool device, but when it was released I felt like Apple was a couple years late and 3499 dollars short.
Interesting view, but not quite. The Big Changes in computing happen when both the mode of access, the demographic, and the primary use case change. So historically computing evolved from corporate server + batch -> real time "personal" scientific and technical -> mass market commodified PC for business and gaming -> social media, entertainment, and 'personal bureaucracy' (tickets, bank statements, and such) on mobile.
At each step the tech gets smaller and more physically accessible, the use case gets more interactive and less demanding and serious, and the demographic gets wider and less technically educated.
Apple owned a huge part of the last change with the iPhone.
What's the next step in the series?
Clearly it's not a huge device you strap to your face.
But it's also not an easy question to answer. What is the next step after social media?
From a software POV it's AI, but where's the matching hardware? The next gen has to be even smaller, multimodal, but still physically interactive, likely always on.
Glasses are the closest, but not there yet.
So I think we're still in the early Nokia mobile stage. The concept exists and the current tech is beginning to be workable, but the gamechanger refinement and perfection of the concept is still a way off.
It’s definitely glasses. Once you try any even low res HUD glasses like the Vuzix Z100, or even the Vision Pro, you might realize how annoying it is that phones, tablets, and even books subtly force you to look downwards all day.
There’s no reason I shouldn’t be able to for example take a stroll in the park and read my email, song lyrics, etc.. without craning my neck downwards or holding my phone right in front of my face. The content should just be where my eyes are looking. Even laying on the couch to watch a movie is annoying when you have to hold your arm up and shift the balance of your iPad all the time to stop getting tired. Just put it in front of me. For input, I favor a ring you can scroll and squeeze.
I’ve thought about hanging a book-holder from the ceiling by a string for this reason. Maybe a ton of helium or a quiet drone would work too. I think thats’ the frontier..having our current setups but just floating around us.
The tech is workable. The issue is the AVP is heavy and big. So I'd say we're still at the Motorola brick phone not even the Nokia stage yet. Shrink the AVP down to glasses size and I'll agree on the Nokia analogy.
I’d argue the fact that the hardware is still big and clunky means the tech isn’t workable. If it was about as light and easy to get on and off as a chunky pair of ski-goggles I think they’d have been onto something, but big and heavy with no “killer app” or feature makes it a tough sell.
VR gaming is a niche even among hardcore gamers. There’s some value in spatial computing for just being a more ergonomic way to do computer stuff (i.e. not being in a fixed position all day, being able to walk around while you work) but it’d need to be able to hit everything a Mac can do with no compromises to be worth it at that price (and at the cost of making you look goofy). So far it seems like it’s only found real utility in some very specific industrial and scientific research contexts, which is very cool but probably isn’t the lane a mass market consumer products manufacturer wants as their play long-term.
I agree with you, but the critical thing about AVP (just like iPhone, just like iPod, just like Mac) is the user interface. The device is just hardware to deliver the UI.
Apple’s UI work on AVP is under-appreciated. It’s been improving over the years, as real usage showed the need for things like shared world anchors and coordinates, prediction for pose estimation, etc.
The hardware isn’t ready yet. At this point I half-think the UI won’t be truly real until we have BCI (brain-computer interface for the offended party above). But it may well take a decade to really land what an always-on, sometimes-invisible AR UI looks like and how it works.
I found the AVP UI work to be bad honestly. I walked right up to a surface to touch it, you can't. Holding my eyes still so it registers what I'm looking at, not what I'm touching, was horrible and super unintuitive.
Everything has to be half the size or less, 3-4 times faster use less power etc… plus an even better more integrated operating system, not just with the device itself, but with the whole family of Apple devices, ecosystems and there are no shortcuts to get there and the cost will be the cost.
Maybe but Apple doesn’t really have to worry because Meta basically is a website company, operating systems and high end hardware are beyond them (and no you can’t buy your way in there are no shortcuts not at that level), but the Apple Vision has its own problems.
The processors have to be what? Three or four times faster and the battery life has to be at the level of a MacBook Pro with everything squeezed into a device half its current size how many years away is that 3-4 years? And don’t forget the accessory processors that Apple designed specifically for that Vision Pro.
Are smart glasses not the modern, practical implementation of the metaverse. I don’t think Meta were banking on games and low-poly avatars for their next generation of revenue, it was more about building (and then — hold onto your lunch please — monetizing) new forms of social connectivity. The only difference is that your permanent social camera went from being in-game to in-reality.
Apple’s strategic position is to be the main device by which apps and AI can gain access to end users. This puts them in a nice position to charge a toll on everything that passes through their device. Now if someone were to come out with a new type of device and a new paradigm that could disrupt iPhone as the main device, Apple would be in trouble.
Not long ago, Zuck seemed really confident about metaverse/AR/VR. Apple took the disruption threat seriously and countered with AVP. Now it looks like metaverse flopped. I suspect the priority of AVP has gone down inside Apple accordingly.