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iPhone and AirPods are mature mass market items with historically juicy margin and volume. I don't think it's appropriate to compare Vision Pro on this basis b
by dasil003 3y ago
iPhone and AirPods are mature mass market items with historically juicy margin and volume. I don't think it's appropriate to compare Vision Pro on this basis because AR/VR just isn't there yet in terms of market adoption. Even as it matures, it may never grow to the size of the smartphone market, but right now the upside is undeniable. Playing in that market competitively will require a large ongoing investment for years, perhaps decades, so I'm more inclined to judge Vision Pro on the qualitative feedback. The preorders just represent short-term hype which is 90% Apple brand and marketing, so I'm not reading too much into them either way.