The same year the tech industry got taken by storm by LLMs, Apple announced a brutally expensive, niche VR/AR headset with no particular use case. That product was essentially DOA.

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.