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Some quick thoughts:

- Focus is on entertainment, remote work, collaboration, and utility, but their partnership with Unity might mean that gaming is part of the long-term strategy. Gaming is a top use case for VR with Meta devices, so Apple is focusing on AR use cases first.

- Disney is aligned on Apple's AR vision with Disney, Marvel Studios, ESPN 3D content, and more available on launch. This will make more entertainment companies jump into AR/VR!

- Can create a digital persona ("avatar") and make a virtual version of you with face tracking. Interesting move that can affect companies focusing on avatar creation.

- No physical controller - you can use your eyes, hands, and voice. Really interesting approach, and leaves room for haptic companies to shine.

- Comes with an M2 chip and a new R1 chip. Not sure how the R1 (or M2+R1) compares to the leading XR chip, Qualcomm Snapdragon XR2.

- Spatial photos and videos are supported and can be created with the device. Can be competitive with Leia's Lume Pad 2.

- Your Mac screen expands automatically to the VisionPro, which can be competition for companies building "AR laptops" or remote collaboration apps.

- Price is $3499, definitely a "Pro" price, which probably means that a "non-Pro" version is in the works.

- visionOS is Apple's OS for spatial computing. Interesting move that can affect companies building an OS for XR.

- "Spatial Computing" is the notable messaging (vs. "Metaverse").

- Launching early next year. Let's go!



> - Price is $3499, definitely a "Pro" price, which probably means that a "non-Pro" version is in the works.

I would perhaps argue the opposite here. They list it on the official page as "starting" at $3499 which gives me the indication that there will be other, higher tiered models to choose from on release.


The new Mac Pro starts at $6,999 and can definitely go up from there. Does that mean there are higher tiered models to choose when it is released?

I just configured one for $12,199. Ya, still a pro. Nope, I can’t afford it.


Colorful headbands, red version, battery pack etc?


Watch them charge $599 for inserts for people who wear glasses.


Unity's sales play is greater than just games. I wouldn’t say the partnership signals games (but it doesn’t exclude them.)


> ESPN 3D content

Seems like it’s be a really compelling use case, though I wonder what they’d have to charge to procure that kind of content live




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