Big Technology Podcast Apple's XR Misadventure, An Emerging AI Bubble, Elon vs. Bezos
May 19, 2023
In this engaging discussion, Ranjan Roy, a contributor to Margins known for his keen tech insights, dives into Apple's struggles with its mixed reality device, questioning its design and user appeal. He tackles the potential for an AI bubble in the stock market while exploring regulatory themes, including TikTok's ban in Montana. The conversation shifts to Shein's rapid rise in fast fashion, contrasting the distinct legacies of tech giants Elon Musk and Jeff Bezos in shaping the industry. Expect sharp observations and lively analysis!
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Episode notes
Apple's Mixed Reality Headset Struggles
- Apple's mixed reality device has bulky hardware and non-Apple features.
- It's expected to sell fewer units than predicted, possibly becoming a major tech flop.
Apple's Ambitious Goal
- Apple aims to make their mixed reality device a primary computing device, like a new iPhone.
- Ranjan Roy expresses concern, comparing this approach to Meta's mistake of forcing VR into everyday life.
Apple Compromised
- Apple compromised on their mixed reality headset due to constraints, market pressure, and internal disagreements.
- This deviates from Apple's usual approach of perfecting products before release.