But Apple Intelligence seems like the complete opposite… like they had to have something now.
But Apple Intelligence seems like the complete opposite… like they had to have something now.
I think this is the first time in decades where Apple took a step from their back foot. The Vision Pro announcement during the initial hype cycle of ChatGPT made it look like they were just totally out of step with the industry. It was a dud product that cost billions in R&D, the market for it was unclear, and the industry zeitgeist (and talent) was going in a totally different direction.
So their response was to rush something out the door to avoid looking like they were caught flat-footed. Now it's abundantly obvious they were unprepared for AI, they've failed to ship features they promised, and they have to commit resources to support an additional platform that no one cares about because they did ship that one. Worst of all worlds.
Had they slept on the Vision Pro, I'm pretty convinced they could have credibly kept their powder dry on LLMs, like they've done with many industry hype cycles in the last. People would've assumed they were doing the Apple thing of not being first to ship something, but the first to ship compelling.
2025 versions of iOS, iPadOS and macOs are all being redesigned based on VisionOS, despite VisionPro production and successor cancellation.
Early 2024: Apple supplier says planned production cut by 50%
Late 2024: Apple supplier says cheaper Vision Pro 2 (N109) cancelled
Late 2024: senior executive moved from Vision Pro to Siri/AI team
Early 2025: Bloomberg says tethered Apple AR glasses (N107) cancelled
There may be an SoC (e.g. M4/M5) refresh of existing Vision Pro 1 design.In comparison, Meta smart glasses sold 2M units in 5 quarters. Essilor-Luxotica is increasing production to 10M units by the end of 2026. Perhaps to be expected at 90% lower cost than Vision Pro, but those volumes have kickstarted an app ecosystem for smart glasses, which has failed to materialize for the low-volume VisionPro.
If future 2027 Apple AR glasses appear with a subset of VisionOS, they will compete with incumbent products from Meta and Xreal. Some lessons learned and some apps developed for Apple AR could help Vision Pro and VisionOS, if Apple AR gains millions of users like Meta smart glasses.
That executive is not having a good time...
> Across Vorrath's many high-profile Apple projects, she has been known for keeping work on schedule, and for implementing rigorous bug testing. Consequently, her move to the Apple Intelligence and Siri team is likely to be because the project needs to be given more impetus.
No shortage of powder at Apple, it's safe to say.