

I tried one in the store. It’s an amazing experience, the augmented reality is done very well.
The problem is I don’t think there’s any content for it. If it could play 3D movies or games or something, that might be a reason to buy it. But for right now as far as I can tell the main reason to have one is to view 3D photos from an iPhone in actual 3D. And I’m sorry but that’s just not worth $3,500.
The other issue is the competition. Quest 3 is very close in terms of technology, not quite as good but close, and it’s 7x cheaper with a hell of a lot more content available.
Make it $1500 and release enough content that there’s a reason to buy it, and it’ll sell.
This is absolutely right. We are getting to the point where the circuit pathway is hundreds or even dozens of electrons wide. The fact that we can even make circuits that small in quantity is fucking amazing. But we are rapidly approaching laws-of-physics type limits in how much smaller we can go.
Plus let’s not forget an awful lot of the super high-end production is being gobbled up by AI training farms and GPU clusters. Companies that will buy 10,000 chips at a time are absolutely the preferred customers.