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AI and the Vision Pro Don’t Need a Killer App

Feb 23, 2024
The podcast explores the concept of killer apps in the tech world, with a focus on AI and virtual reality platforms. It challenges the idea that a single app drives hardware adoption, highlighting the importance of hardware and developer ecosystems. The discussion includes examples from Apple's success with the iPhone and the evolution of Apple's Watch towards health and wellness. Case studies of companies like Apple, NVIDIA, and Amazon showcase the impact of innovative applications on hardware success.
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INSIGHT

Killer App Concept Critique

  • The concept of a killer app is a software so compelling it drives hardware sales.
  • However, this phenomenon doesn't consistently explain hardware success across technologies.
ANECDOTE

Classic Killer App Examples

  • VisiCalc on Apple II and Halo on Xbox are classic examples of killer apps driving hardware sales.
  • These apps created a strong desire to buy the associated device despite high cost.
INSIGHT

iPhone’s Non-Obvious Early Win

  • The iPhone succeeded without a single killer app at launch.
  • Its success was driven by hardware innovation and a growing ecosystem, not any standout app.
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