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Cake day: June 15th, 2023

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  • I think about the Vision like I think about a new Gucci bag or a new set of Air Jordans. There’s a small, but very visible, community that is super into that product, probably for reasons not related to its actual functionality. The difference is that there’s a lot of overlap between Apple fans and broader technology enthusiast groups, where we’re more isolated from the Gucci and Jordan communities. There are lots of brand-based fan groups who will happily accept branded merch or content, but not interpret that as ‘advertising.’

    The rest of the world tolerates spyware and especially ads if they feel like the product is worth the intrusion. There’s a reason Meta doesn’t have a logo watermark foating in the corner of Quest view field. There’s a reason VR is still very niche, almost entirely limited to gaming.

    Maybe Vision’s AR experience will change that. Maybe viewing your entire life through a video camera with overlaid graphics has real-world value beyond privacy in co-working spaces. I doubt that value is $3000 and think Vision is more like Apple’s Newton than Apple’s iPhone.