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Could you elaborate on what you mean by the vision pro being a logistics failure? I don't really understand what you mean by that.

gizajob 2y ago
IMO the fact that it's not available around the world (although apparently this is soon about to happen) alongside the high price for a device that still needs to prove that its not a novelty, along with what must be a whopping Bill of Materials which means that even at $3500 the economics of it aren't working out that well, nor does it have the insanely great wow factor in terms of it having that lacklustre front screen show the logistics of manufacturing the thing haven't been appropriately resolved. Ok it's a first generation device, but its sheer non-appearance in the real world shows that its release wasn't properly thought out and implemented. And Apple were really in no major rush to release it, because it's not like they were in a fight with Meta even if they were perhaps quietly freaking out about the Quest. But ultimately it's a logistics failure because what is Apple's main USPs? The Apple Stores across the bloody globe – none of which outside the USA have Vision Pros to play with. Ok they're keeping it in the US for now (due to logistics reasons) but Apple is sitting on a cash mountain of how many tens of billions and it can't arrange to put a few Vision Pros in every Store in the world for kids to go in and play with?? Even if the device is "a few months away" that would be one major logistics fail. Build the hype of a device that people really need to try to understand. Get kids playing games on it and interacting with AR Pokemon (or whatever) while their parents are buying new iPhones. Apple could spend two billion dollars on manufacturing a million of these to throw everywhere and not even blink – pocket change for them, and for launching a wholly new class of product. Me saying they've flubbed it is actually being polite, as a shareholder and long term Mac luser, I think they've completely fucked it up. Do you know what I mean?
- WatchDog 2y ago
  The first iphone was initially only available in the US, and was relatively expensive compared to the competition, however it succeeded because it was a compelling product. People lined up for hours to get an iPhone, they were in short supply. I haven’t really heard about any supply issues for the vision pro, anyone that wants one can get one. Maybe not from a local shop in certain countries, but there aren’t any big scalping margins online. The vision pro, despite being impressive from an engineering perspective, isn't a compelling product. I don't think the logistic issues will have much to do with it's overall success.
  - gizajob 2y ago
    "The first iphone was initially only available in the US, and was relatively expensive compared to the competition" - totally, its a useful point, but Apple today and Apple then tentatively entering that mobile phone market... they're entirely different companies with drastically different resources at their disposal to bring to bear. "The vision pro, despite being technically impressive, isn't a compelling product." - yeah but I'd at least like to know whether it's a compelling product or not, which is currently impossible for me to do. There are a good ten million people in the world for whom dropping $3500 on one to play with is not going to be a big deal. That's $35billion to kickstart this non-compelling product that they don't even need the revenue to fund. "I don't think the logistic issues will have much to do with it's overall success." – yeah, correct, but I made that point because Tim Cook's whole MO is that he's the guy who can bring all the logistics issues together, and the entire success of this product right now is dependent on logistics issues that have not been solved.

gizajob 2y ago

IMO the fact that it's not available around the world (although apparently this is soon about to happen) alongside the high price for a device that still needs to prove that its not a novelty, along with what must be a whopping Bill of Materials which means that even at $3500 the economics of it aren't working out that well, nor does it have the insanely great wow factor in terms of it having that lacklustre front screen show the logistics of manufacturing the thing haven't been appropriately resolved. Ok it's a first generation device, but its sheer non-appearance in the real world shows that its release wasn't properly thought out and implemented. And Apple were really in no major rush to release it, because it's not like they were in a fight with Meta even if they were perhaps quietly freaking out about the Quest. But ultimately it's a logistics failure because what is Apple's main USPs? The Apple Stores across the bloody globe – none of which outside the USA have Vision Pros to play with. Ok they're keeping it in the US for now (due to logistics reasons) but Apple is sitting on a cash mountain of how many tens of billions and it can't arrange to put a few Vision Pros in every Store in the world for kids to go in and play with?? Even if the device is "a few months away" that would be one major logistics fail. Build the hype of a device that people really need to try to understand. Get kids playing games on it and interacting with AR Pokemon (or whatever) while their parents are buying new iPhones. Apple could spend two billion dollars on manufacturing a million of these to throw everywhere and not even blink – pocket change for them, and for launching a wholly new class of product. Me saying they've flubbed it is actually being polite, as a shareholder and long term Mac luser, I think they've completely fucked it up. Do you know what I mean?

WatchDog 2y ago
The first iphone was initially only available in the US, and was relatively expensive compared to the competition, however it succeeded because it was a compelling product. People lined up for hours to get an iPhone, they were in short supply. I haven’t really heard about any supply issues for the vision pro, anyone that wants one can get one. Maybe not from a local shop in certain countries, but there aren’t any big scalping margins online. The vision pro, despite being impressive from an engineering perspective, isn't a compelling product. I don't think the logistic issues will have much to do with it's overall success.
- gizajob 2y ago
  "The first iphone was initially only available in the US, and was relatively expensive compared to the competition" - totally, its a useful point, but Apple today and Apple then tentatively entering that mobile phone market... they're entirely different companies with drastically different resources at their disposal to bring to bear. "The vision pro, despite being technically impressive, isn't a compelling product." - yeah but I'd at least like to know whether it's a compelling product or not, which is currently impossible for me to do. There are a good ten million people in the world for whom dropping $3500 on one to play with is not going to be a big deal. That's $35billion to kickstart this non-compelling product that they don't even need the revenue to fund. "I don't think the logistic issues will have much to do with it's overall success." – yeah, correct, but I made that point because Tim Cook's whole MO is that he's the guy who can bring all the logistics issues together, and the entire success of this product right now is dependent on logistics issues that have not been solved.