There’s a clear strategic reason for that — reduce dependence on Google for more vertical integration.

I don’t see the VisionOS play here and wonder if it’ll be Tim Apple’s first major fail at the helm. There’s no clear set of competitors or established industry for Apple to just polish like they have with most products. There’s not an obvious large tam for VR headsets and I’m skeptical optical ar is close. I don’t get it but I’m sure the internal Apple and board view it as a strong thesis.

Still glad it’s this and not a car.

Looking forward to how it plays out.