Doug, I have a "challenge question". How can we ascribe some valuation to Apple's Vision Pro and their upcoming AI announcements? Most in the media have abdicated. Bank of America has made an attempt and published their work.
I'm asking you because of your insightful posts on adoption curves, hype cycles, etc. As well, Nvidia, shows the b…
Doug, I have a "challenge question". How can we ascribe some valuation to Apple's Vision Pro and their upcoming AI announcements? Most in the media have abdicated. Bank of America has made an attempt and published their work.
I'm asking you because of your insightful posts on adoption curves, hype cycles, etc. As well, Nvidia, shows the benefit to investors of getting in at the earlier stages of adoption cycles.
I haven't put a huge amount of thought into the Apple question. My partner Gene Munster does more work on Apple and would probably have a better take. I'm somewhat skeptical of the Vision Pro. I have one at the moment. Used it once and it's sat on my desk ever since. Doesn't have a killer use case, and I think the hurdle of wearing something is a bigger issue than spatial computing bulls want to admit.
Doug, I have a "challenge question". How can we ascribe some valuation to Apple's Vision Pro and their upcoming AI announcements? Most in the media have abdicated. Bank of America has made an attempt and published their work.
I'm asking you because of your insightful posts on adoption curves, hype cycles, etc. As well, Nvidia, shows the benefit to investors of getting in at the earlier stages of adoption cycles.
I haven't put a huge amount of thought into the Apple question. My partner Gene Munster does more work on Apple and would probably have a better take. I'm somewhat skeptical of the Vision Pro. I have one at the moment. Used it once and it's sat on my desk ever since. Doesn't have a killer use case, and I think the hurdle of wearing something is a bigger issue than spatial computing bulls want to admit.
Thanks for the frank assessment. A little skepticism helps make better decisions.