Commentary feels a bit lazy. Seems to operate on the assumption that it's not different than previous AR/VR offerings in any way.
If they can find a million people to watch movies on flights and/or use it as a monitor replacement, and if it works well for those use cases, then Apple will net $3.5B of revenue and have a solid foundation to build on. I don't think the first generation needs to do a whole lot more than that.
If they can find a million people to watch movies on flights and/or use it as a monitor replacement, and if it works well for those use cases, then Apple will net $3.5B of revenue and have a solid foundation to build on. I don't think the first generation needs to do a whole lot more than that.