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> It'll be by appointment so they can control the tap, say it is sold out, say there is a waiting list. Create a buzz. For near enough the last decade, all iPh
by georgespencer 3y ago
> It'll be by appointment so they can control the tap, say it is sold out, say there is a waiting list. Create a buzz.
For near enough the last decade, all iPhone launches have been appointment only in-store, and Apple Watch was appointment only in-store for the first 4 months of its life.
> Cynically, a case in point is the display: it is so new and advanced that they have problems ramping production!
Imagine that at the end of next year, Apple has sold 400,000 devices, and tells us that only supply constraints are preventing them from selling many more. Which is the more plausible explanation:
1. As with nearly all novel/complex technologies when manufactured at large scale, the combined costs of tooling, the complexity and uncertainty of new manufacturing techniques, and the low yields which inevitably follow, have created a supply constraint for Vision Pro.
2. In the face of weak demand for Vision Pro, Apple and its partners choose to collude in a lie to customers and shareholders alike, claiming that Vision Pro is supply constrained when really nobody wants to buy it, thus… achieving… erm… uh… something?