“Spatial Computing” is a new product category. Apple is not marketing this as a VR headset or gaming device. It certainly is a new product category for Apple in

“Spatial Computing” is a new product category. Apple is not marketing this as a VR headset or gaming device. It certainly is a new product category for Apple in any case. I’m having flashbacks to iPhone and BlackBerry comparisons. Sure, they were both “smartphones” but once the App Store came out the iPhone was clearly in a different category of device. The form factor isn’t nearly as important to defining what the product category is as what the device is used for and what problems it solves IMO. App Store policies and shenanigans will probably prevent the Vision Pro from overlapping too much with existing VR headsets use cases. Right now it isn’t clear that many people that like the Quest would buy a Vision Pro even if money wasn’t an issue. The use cases are that different. I think the reverse is true as well, there will be plenty of people that will be interested in the VP and not in VR headsets. If nothing else that points to market segmentation.