I agree with this (though trying is the operative word). It seems a strange moment in time to choose to call the game for Apple though, at a grand total of 0 units shipped and a price point of $3500+tax. It is literally not knowable now in 2023 if they will be able to manage to do what Tesla did, in transitioning from “toy for rich jerks” to “reasonable mass market choice, and we can manufacture them in mass quantities too.” I mean, it’s not even clear yet if the rich jerk set will adopt it.
Tesla is not a great analogy for this. Their lowest priced vehicle is only just below the average sales price of all new cars and that vehicle excludes the Tesla brand features that Apple would not strip out of their product. And that is when the average vehicle sales price has increased 10k in the last four years. So for the analogy to work Apple would effectively have to strip down their device to the point that it is just an expensive copy cat Quest and Meta would have to raise prices 50% (to be fair, the price rise might happen).
I agree with this (though trying is the operative word). It seems a strange moment in time to choose to call the game for Apple though, at a grand total of 0 units shipped and a price point of $3500+tax. It is literally not knowable now in 2023 if they will be able to manage to do what Tesla did, in transitioning from “toy for rich jerks” to “reasonable mass market choice, and we can manufacture them in mass quantities too.” I mean, it’s not even clear yet if the rich jerk set will adopt it.