Kierkegaarden

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Kierkegaarden
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  • Berkshire Hathaway continues dumping AAPL to build up cash reserves

    This the same firm that exited a large position in TSM when it was under $100/share before it more than doubled.  They also exited IBM before the run up, and sold airlines at the bottom in 2020.  Plenty of examples of poor decisions, as all investors have.  The fact that the firm sold more shares doesn’t seem to reflect negative stock performance — if anything, it probably means the stock will grind higher.
    ssfe11
  • Future Apple Vision: What to expect from Apple's next headsets

    I have an Apple Vision Pro. It’s a devkit version and got it for free. The only real difference with the final version is that there’s an additional USB-C port and tiny cable sticking out. 

    It’s clumsy and uncomfortable to wear. It’s too heavy. The face mask thingie connects magnetically and constantly falls off when you pick it up. 
    The external battery feels like I’m using an old school HTC Vive again.

    But the biggest problem is: there is not much you can do with it. You have your apps, like Mail, but it’s easier and more productive to use your MacBook or iPhone. 
    You can have multiple screens all around you but I never wanted that anyway. Not if I have to lose out on productivity. The eye tracking and select gesture works really well but it doesn’t replace a keyboard and mouse.
    Most games are projected flat, on a place - yes, 3D games. Some of them are nice but there’s not a single game that is an instant hit like Beat Saber. The FaceTime avatar is nice but incredibly creepy. I tried it with a coworker who has an AVP as well.

    There is no real added value compared to, say, a Meta Quest 3, even with the very useful eye tracking. The content discovery experience is sterile, cold, boring, while the Quest has amazing games and simply ‘knows’ that it is its own medium and not trying to be a new sort of computer for productivity.
    Similarly the AVP provides no added value to a phone, desktop or tablet either. 

    AVP is one of these few initiatives at Apple that will not pan out. They have the money to keep it alive but it’s clear they don’t know what to do with their own invention. 
    It sounds like you’re not the customer for this product. Your complaints about comfort and use cases are subjective. You find it uncomfortable, but others are fine with the comfort. You prefer to use a single screen interface on a MacBook or iPhone, but others are more productive having multiple screens to work with in the spatial environment. I think FaceTime calls using the Persona is one of the best features, but others may disagree.  You complain about the light seal detaching, but mine has never detached accidentally because I don’t try to pick up the device by the light seal.

    For a first generation product, I am blown away by how refined and useful the Vision Pro is.  It is not for everyone, as no product is, but I have no doubt that Apple has a long term vision and road map for this device.  For those with a good imagination about where this technology could go, that is exciting.
    williamlondonwatto_cobra
  • Future Apple Vision: What to expect from Apple's next headsets

    charlesn said:
    "However, as a $3,500 mixed-reality headset that's still in its first generation, it has also struggled a bit to secure sales."

     You state this as a fact. And yet the fact is, you have ZERO facts to back this up. NONE. You link to a report from Kuo, who has been all over the map in his assessments about how Vision Pro is doing -- so which Kuo quote do you want to believe? And even his baseless assessment that orders have been cut is based on the totally faulty premise that they were cut vs a "market consensus" for expected sales that doesn't even exist! There has never been a "market consensus" for estimated Vision Pro sales--like Kuo's own quotes, brokerage house estimates have been all over the map. The 700K-800K "market consensus" figure in the Kuo report is a complete fiction and totally made up. I'm sorry, but as an Apple news site, you have a greater responsibility not to be publishing bullshite piled onto a mountain of guano as "fact." No one in their right mind, and certainly not Apple, would expect that a $3500 v1.0 device of an all-new computing platform was going to be a big seller out of the gate.

    Who is VP 1.0 for? Think about it: well-heeled early adopters, the wealthy who simply like owning the latest toys plus developers and companies looking to explore and exploit the capabilities and possibilities that this new platform offers. That's a very limited market and entirely expected. The larger market success of Vision Pro was always going to be tied to future iterations of the product at the inevitably lower price points and more mature development of both the hardware and OS that are necessary to attract that bigger market.

    Anyone writing off Vision Pro now is obviously ignorant of basic Apple history: it took many years for the Mac to break through from niche computer to larger market success.
    Well said.  It surprises me that even some “journalists” these days don’t put the work into verifying the truth of what they report on. Many people are so easily manipulated in believing anything, no matter how absurd, and without anything to back it up.
    Alex1NmattinozStrangeDayswatto_cobra
  • A MacBook Pro design refresh is probably years away

    I would like to see the Dynamic Island on the MacBook.  Either that or just eliminate the camera altogether.  I don’t use it for anything — and if needed, I will just use my iPhone.  Waste of screen real estate.
    williamlondonXedAlex1NFlappowatto_cobra
  • Apple may be already lining up suppliers for a second Apple Vision headset

    Pema said:
    Apple needs to come up with a better strategy to sell a $7000 AUD accessory. We are not talking about a couple of hundred dollars. No wonder sales are sluggish. I would say sales are dying in the US so now Apple has moved to sell it worldwide. 
    I don’t believe sales are “sluggish” — Apple clearly stated that they would start in the US and roll out to other markets later in the year.  Well, it is later in the year and they are rolling out in additional markets — this was their plan, not a reaction to sales.  You sound like you’re more upset that the device costs what it does and that it doesn’t have a longer return policy.  It doesn’t sound like it is the device for you — that is fine, as it is not meant for everyone.
    9secondkox2williamlondonmattinozwatto_cobra