11 ms·

Also one big thing that is often overlooked is aftersales. I think Apple products are often overpriced, but using the BOM to estimate margins is kind of stupid

• djyaz1200 3y ago
  That's a good point for other Apple products, but in this case, many other companies are not supporting the "platform" (Netflix, Spotify, YouTube); this may diminish the LTV of Vision Pro and its successors. I mention successors because the obvious next step is to put a $600 fancy detachable headband on an iPhone and call it Apple Vision (not pro). It may be that Apple's abusive track record in the App Store ends up getting them locked out of whatever the next thing is since it's clear that gated, extractive monopolistic practices are core to their identity and business model.