Also worth noting they sold about 270,000 of them during the first week of sales, which is about $1 billion of revenue in just the first week. I think if they d

Also worth noting they sold about 270,000 of them during the first week of sales, which is about $1 billion of revenue in just the first week. I think if they didn't over-manufacture them against unrealistic expectations that they may have gotten a reasonable profit, or broke even on paper (at least, ignoring their IRR baseline). $1 billion is enough to pay 500 engineers $300,000/year for 6 years. But I'm sure the cost of components ate a ton of that, and I'm not sure how much of that would be fixed vs. marginal costs. For something like the custom silicon, I could imagine fixed costs were substantial compared to marginal costs. I'm also not sure how much of this can be amortized across future versions of the Vision Pro, or if a huge amount of the fixed costs will need to be repeated. Maybe for the amount of silicon fabrication tooling, and the complexity of manufacturing tooling for something so unique, the fixed costs required the sale of 2-3 million units to break even. If so, I could see various parts of the organization feeling pressured to deliver analysis which confirmed the necessary level of demand, especially if executives expressed bullishness on the project.