Motley Fool Money “Maybe the Headset Isn’t the Way”
Jul 8, 2023
In this discussion, Matt Frankel, a Motley Fool contributor with a keen eye on tech investments, dives into the world of immersive technology. He and host Jason Moser unpack Apple’s ambitious push into spatial computing and the hurdles it faces against Meta’s VR subscriptions. They highlight the loyalty of Apple users and explore the challenges of headset adoption. Furthermore, they discuss alternative companies poised to benefit from this tech boom, exploring investment opportunities across the semiconductor and immersive technology sectors.
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iPhone Analogy
- Matt Frankel argues that it's historically inaccurate to underestimate Apple fans' spending habits.
- He cites the initial skepticism around the iPhone's price, which proved unfounded due to its superior product.
Apple's Brand Power
- Jason Moser agrees, pointing out Apple's brand power and loyal customer base.
- He questions the Vision Pro's mass adoption due to its high price and uncertain use cases beyond Apple's ecosystem building.
Vision Pro's Purpose
- Matt Frankel notes that Apple's Vision Pro aims to replace laptops and TVs, justifying its $3,500 price.
- He believes the demand will be substantial, especially given Apple's existing hardware ecosystem.