ProNotes: Gurman’s evaluation of AVP and Meta

Marty speaks about a recent post by Gurman reflecting on the the success of Vision Pro and the challenge of Meta glasses Marc Gurman of Bloomberg in his Power On column voices his opinion on Vision Pro (Reddit repost) https://www.reddit.com/r/augmentedreality/comments/1mz4zp2/mark_gurman_qa_on_apples_smart_glasses_and_the/ Apple smart glasses—will they hit? Meta’s wins today = design, audio, and on-face cameras; Apple could outdo at least audio + cameras given AirPods/iPhone investments. Apple’s industrial design should be “nice enough” to wear, even if not as fashion-forward as Ray-Ban/Oakley collabs. Killer edge: deep iPhone integration (which Apple doesn’t allow Meta to match). Bottom line: features likely to trounce Meta’s— price becomes the swing factor. Is Vision Pro a success? Publicly, Apple could claim “yes” (breakthrough tech; best-in-class immersive video playback). Privately, top leaders would likely say “no”: soft sales, weak usage momentum, and a thin third-party app/content story. Verdict from the Q&A: commercial failure so far—the biggest flop of the Tim Cook era. Why this still matters If the work seeds successful AR glasses—or a cheaper, lighter “Vision” that takes off—the investment may pay off. Otherwise, it’s a decade-long, multi-billion-dollar detour. What to watch next Pricing strategy for Apple glasses iPhone-level integration features that Meta can’t replicate Signs of a lighter/cheaper Vision device and a real third-party content surge Email: ThePodTalkNetwork@gmail.com Website: ThePodTalk.Net YouTube.com/@VisionProFiles