🤖 Apple's AR headset becomes the next compute platform

Sacks tech 39% · n=53 · E175 (2024-04-19) · explicit_prediction · strength 2 ▶ 55:29 SUPPORT

“I think that humans are becoming more and more cybernetic... I would not bet against things that make us more cybernetic.”

Chamath tech 45% · n=84 · E175 (2024-04-19) · explicit_prediction · strength 3 ▶ 54:01 OPPOSE

“the idea that you start to rely on a device as your interface into the world, I would take the exact other side of the bat... I think you're going to rip the devices off and actually be at Coachella without any devices.”

Chamath tech 45% · n=84 · E165 (2024-02-09) · sentiment · strength 1 ▶ 17:02 SUPPORT

“I think that you guys are right that it's gonna be successful in terms of revenue. What I'm asking is a more societal question, is do you guys actually think it's better?”

Friedberg tech 55% · n=66 · E165 (2024-02-09) · explicit_prediction · strength 3 ▶ 13:55 SUPPORT · horizon 60mo

“Yeah, it's definitely like buying a new computing device, but people felt the same way about the iPad... I think they're going to sell $100 billion of Apple Vision Pros. Not this version, but this version plus the next version probably over the next. I would guess for them to get to $100 billion in sales, it'll take them less than five years.”

Sacks tech 39% · n=53 · E165 (2024-02-09) · sentiment · strength 2 ▶ 13:16 OPPOSE

“It's a proof of concept. It's not like a regular Apple product that is a mass market device that tens or hundreds of millions of people are going to buy. But it puts them on a path to where they can iterate and keep making it better.”

Jason tech 53% · n=56 · E165 (2024-02-09) · explicit_prediction · strength 3 ▶ 12:17 SUPPORT

“I've always felt like when Apple comes into the race, that's the starter's pistol. And I think this is it because I've heard the same thing from everybody. You have to try it. It feels like different than Oculus and some of those versions that came out previously. And they have the app ecosystem.”

Sacks tech 39% · n=53 · E164 (2024-02-02) · sentiment · strength 2 ▶ 7:18 SUPPORT

“It's really a proof of concept. Look, I think it's a great thing for innovation that they're starting with this, like you said, expensive headset that maybe is not that ergonomic, but eventually it'll come down and the form factor will be glasses or sunglasses.”

Jason tech 53% · n=56 · E164 (2024-02-02) · sentiment · strength 2 ▶ 7:08 OPPOSE

“You try it. You're like, oh, my God, this is incredible. And then you're like, we put it in your drawer. You never use it again because there's not an application.”

Chamath tech 45% · n=84 · E164 (2024-02-02) · sentiment · strength 2 ▶ 6:44 OPPOSE

“the fact that it costs thirty five hundred dollars, they have to get the price down fast enough for average folks to want and be able to buy it”

Jason tech 53% · n=56 · E147 (2023-09-29) · sentiment · strength 2 ▶ 1:21:52 SUPPORT

“So eventually if Siri works and then you have those Apple goggles on, I think that that is going to be the eventual interface”

Friedberg tech 55% · n=66 · E147 (2023-09-29) · explicit_prediction · strength 2 ▶ 1:21:02 SUPPORT

“So we will still need some sort of visual display, whether it's a screen or an eyeglass or something that shows us a bunch of information in a way.”

Chamath tech 45% · n=84 · E129 (2023-05-19) · sentiment · strength 2 ▶ 1:07:05 OPPOSE

“Plus you already spent $400 to get your notifications on your wrist. Why do you want it on your eyes for $3,000?”

Sacks tech 39% · n=53 · E129 (2023-05-19) · sentiment · strength 2 ▶ 1:06:20 SUPPORT

“Yeah, you can have a little camera built in and in conjunction with AI, then it gets really interesting. That's the end game here, I think.”

Friedberg tech 55% · n=66 · E129 (2023-05-19) · sentiment · strength 2 ▶ 1:03:50 BRUSH_OFF

“Does this seem like a weird conversation? Because none of us fucking know. None of us have seen this product and none of us have used it.”