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> I am really struggling to see how this can succeed.

People seem to forget this every time, but this version of the tech is aimed at developers and early adopters, just like version one of Hololens was. It's also priced like Hololens was.

The consumer focused version in a thick sunglasses form factor comes later.



Or, not at all - we’re on year, what, 8 of that? There isn’t anyone reputable who thinks there’s a short term breakthrough coming, especially after Metas $$$$ swings at it and Apple failed to.

c.f. Bloomberg recent piece on this; tldr lot of internal strife at Apple because that’s what they were supposed to do and simply couldn’t. Now it’s limping out the door because they might as well ship something. Lead was saying as recently as a year ago that glasses were 3 years out, but they were shelved because there’s no path to it


> Or, not at all - we’re on year, what, 8 of that? There isn’t anyone reputable who thinks there’s a short term breakthrough coming, especially after Metas $$$$ swings at it and Apple failed to.

Pancake optics just recently became a thing and they really are transformative compared to fresnel lenses of the past. You have edge to edge clarity instead of the massive blurry mess of earlier HMDs. They’re also typically thinner and don’t need compute power to compensate for pincushion distortion.

If this Apple headset takes off, I’ll almost feel sorry for Meta. The Quest Pro was their “business prosumer” device that needed another 6-12 months in the oven before it would be usable for that purpose. Great PCVR headset, but nobody makes money on those.

If anything, Meta has shown that VR CAN be sold to the masses as a video game console (Quest 2 sales numbers are honestly impressive in that context), but the console model doesn’t bring in the billions in revenue promised to investors. And nobody wants Metaverse garbage. It’s make or break on the prosumer market, and if Apple bombs I wouldn’t be surprised to see the Zuck pack it up soon after.


Great for VR, horrible for AR, unfortunately: the trick that makes the optics thinner is bouncing the light a ton in the lens, dimming the display.

I am hopeful with recent increases in nits from OLED and luck from uleds / smol oled, we'll get "glass but 4x the size and more contrast" by 2025 from someone.

which has me pretty convinced AR is dead-ish


Yeah, the power consumption on panels bright enough for pancake optics aren’t good news for AR form factors.

Even in a dedicated HMD like the Pro, they had to redesign the SoC to move the memory so they could fit a chonkier active cooling system (that mysteriously is on full throttle constantly in recent firmware, which makes me wonder if they were seeing thermal failures). Bosworth admitted in one of those Facebook livestreams that the reason the Pro tops out at 90hz isn’t because the panels don’t support 120 - it’s because you’d cook your face from the heat of running those high nit panels at 120hz.


When I read metaverse I see meta-depression, as it would have a massive mental health toll. Or how could this issue even be prevented?


> There isn’t anyone reputable who thinks there’s a short term breakthrough coming

One big thing Apple has going for it is that they will iterate on a product year after year instead of doing one hardware update and giving up like Microsoft did.

Regardless, developers need hardware in their hands if you want third party apps for the new platform.


I've built too many experiments to attempt to make this visual wearable plane worth it, and if these devices try to do anything more than hands free reading, they are a worse experience to achieve the same task.

Think about its 'most compelling' consumer use case - Lifelike Avatars in FaceTime. Which one do you think is preferred, cooking in the kitchen and wearing a headset, or propping your iPhone up and FaceTiming while cooking? Where on earth does it 'change the experience' to have a real-life like avatar? We have the 'life like' avatar right now with Zooms - and the reason Zooms suck is innately the human part, not the rendering part - most meetings could be emails or 5 min phone calls.

Everyone had spreadsheets and publishing needs (Mac), portable music players (iPods), cellular phones (iPhone), headphones (AirPods), home wireless music speakers (HomePods)... think of fitbit / pebble, 1980s VR and then todays VR ?


> Which one do you think is preferred, cooking in the kitchen and wearing a headset, or propping your iPhone up and FaceTiming while cooking?

That's amusing, since wearing the headset while doing physical tasks on factory floors was the exact use case Microsoft pushed for Hololens 2.

> Microsoft’s HoloLens 2: a $3,500 mixed reality headset for the factory

https://www.theverge.com/2019/2/24/18235460/microsoft-holole...


Yeah I was there for those (edit: similar I mean, different context) conversations with H1 - the goal is better human contextual awareness on the factory floor - the amount of things that need to be 'newly explained' on the floor should be 0. This negates this whole AR/VR 'support staff / training' spatial context. It's like cycling with training wheels after you've been riding for 20 years... it makes no sense.

(we this found out with GM doing a pilot)

[Edit] to keep it going, external cameras are how you verify parts are picked correctly and put in the right place - you don't need FPV for that to be verified either.

[Edit 2] Until a flight simulator uses VR and AR headsets as primary training, this stuff just doesn’t make sense. CAE has definitely explored with this but it’s not what they reach for


> wearing the headset while doing physical tasks on factory floors was the exact use case Microsoft pushed for Hololens 2.

And how'd that work out, commercially?


About as well as any recent Microsoft or Google product that was abandoned when it didn't prove to be an instant success instead of continuously iterating on it and improving it year after year?


Shocker. Let's try it with unibody aluminum, Corinthian leather and a price that's dwarfs your smartphone instead of the other way around.

It's the Lisa vs the Apple II all over again. If only they had the courage left to send this project the way of the headphone jack.


Yes. For a prime example of this, see the Apple Watch, which took 7 iterations to get full functionality.


Yes, Bloomberg, that ultra-reliable news platform that convinced the tech world that Supermicro motherboards were bugged...


> People seem to forget this every time, but this version of the tech is aimed at developers and early adopters

Iirc, Apple dumped the iPhone onto the market even though it was not ready yet and was missing many elementary functions.

So not sure what you mean by "people seem to forget this every time".


For one thing, the first iPhone model wasn't missing that many elementary functions. GPS and 3G were obvious ones, and both were remedied quickly in subsequent models.

For another, the competitors were also all missing at least one vital elementary function: Internet support that didn't suck.

So I don't think there are a lot of comparisons to be drawn between a yet-to-be-released VR platform that, ultimately, nobody is really asking for, and a phone that almost everybody who wasn't named Steve Ballmer, Mike Lazaridis, or Ned Ludd desperately wanted.

(Admittedly I said the same thing about the watch -- who in the world wants a watch? -- and that was way off-base given how much demand there turned out to be.)


The iPhone's a pretty crappy apples:apples example, because a huge part of its functionality was outside Apple's control -- a usable cellular data plan.

And, from memory, only came about because Apple was Apple and could say "We don't care that you're AT&T. Create this plan for us or your customers won't be able to get an iPhone."


And it probably worked because it wasn’t even AT&T at that point. It was Cingular before AT&T bought them.


It was missing 3rd party apps of any form, copy/paste, video recording, any sort of office suite, email IIRC had no push support at all. Palm/Windows Mobile/Blackberry devices of the time could do a lot more.


> Palm/Windows Mobile/Blackberry devices of the time could do a lot more.

Blackberry for email, Windows Mobile for doorstops, and Palm for 'jack-of-all-trades, master of none'. None of them got mobile web right, none of them had iTunes, and none of them had Steve Jobs hyping them.


> not sure what you mean by "people seem to forget this every time"

People seem to forget that this wasn't ever intended to be the mass market consumer version of the tech.

They've been iterating internally on a consumer version for years now, and they'll keep at it until they have something for the mass market that they think is worth shipping.




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