I think it's historically been a mistake to underestimate Apple fans' willingness to spend money. There are over 2 billion active Apple devices throughout the world, so you need 1% of their customer base to adopt this product. The pricing is what really stands out to me. I don't think this is meant for the mass consumer. This is that tool that gets out there and helps Apple build this spatial computing ecosystem.
Immersive technology is more than goggles. Jason Moser and Matt Frankel discuss:
- Apple’s bet on spatial computing - A major interface problem for headset adoption - Meta’s VR subscription service - Less obvious companies that could benefit from a boom in immersive tech
Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, ATVI, CDNS, AMT, AXON
Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl
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