Some thoughts. YouTube and Spotify not having an app at launch is really surprising to me, more surprising than Netflix. Could well be a case of "we'll wait an

Some thoughts. YouTube and Spotify not having an app at launch is really surprising to me, more surprising than Netflix. Could well be a case of "we'll wait and see before we sink money into a native app," and I don't think YouTube, Spotify, and Netflix are the killer apps that will sell the Vision, but a surprise nonetheless. I think the vision of the Vision is what's going to sell the Vision. First to really wealthy people, and then, if and only if the price comes down _dramatically_, to those wealthy people's friends who see it and think it's cool/useful. The part in the beginning of the article... > If you live in Asia, like you live in Taiwan, people don’t have big homes, they don’t have 85-inch screen televisions. Plus, you have six, seven, eight people living in the same house, they don’t get screen time to watch things so they watch everything on their phone. I think you see that behavior and you see this is going to be the iPod. ...isn't very compelling to me, because, at this price point, someone who has to live in a house with 8 people isn't going to be able to afford the Vision. Maybe the Vision will prove the use case and create an industry of knockoff competitors, but I don't know. Personally, I'd rather watch a movie on my phone than have a headset on for 2 hours at a time, completely blocking out the outside world. Later in the article... > with a VR camera at every game it televises would, in my estimation, make the Vision Pro an essential purchase for every sports fan. ... That's a bold prediction. Are sports fans bullish enough on VR, or primed to be primed to become bullish on VR, to want to watch games on a headset? The 8 people in the house, with users already watching on their phones, situation doesn't seem to apply here, and "watching the game" is itself often a social experience, which would preclude shutting yourself away in a headset. All of the discussion of streaming service buy-in is muddled somewhat by the state of flux the streaming industry is in right there. There's been a lot of consolidation in the last few years and the business models of streaming are changing. Building a device on the current landscape of streaming seems like a risky idea to me at the moment. They should really put a DVD player in the Vision just to be safe /s. All of this kind of assumes what the primary use case for the Vision will be. We don't know yet exactly what consumer adoption and acceptance is going to look like, whether it be a media consumption platform, a productivity platform, a gaming platform, or a combination of the three and more. I still have low expectations for the Vision, but if anyone can sell and normalize a new technology it's Apple. We'll see.