The Vision Pro
daringfireball.net
daringfireball.net
I saw that the carry case is $200 and was surprised that they're charging this much. But I guess it makes sense since they won't be producing a super large volume of these, and they probably won't have much external competition (because most third-party accessory companies won't jump into a market like this, given the low volume).
There may be a few people laughing all the way to the bank: those who bought first-gen units and left them shrink-wrapped in order to grab top dollar at auction in 20 years. I'd guess they might go for $100k at that time. The question is, what would $3,500 of AAPL be worth 20 years from now?
It's hard to truly believe it'll continue to go up. It's already worth 3 trillion dollars, with $400B revenue in 2022 or nearly 5% of the global GDP - how much global value can it actually provide compared to literally everything else? 5%? 10%?
So your future market is purely people who will continue keeping the thing in the box.
Maybe the equivalent of a Vision Pro '3GS' can resolve those issues?
An interesting quirk is that the user's head size and shape, relative positioning of their eyes, etc., really affect the perceived comfort and value. In that sense it's the first major truly 'personal' device out of Apple.