Hello everyone. It’s good to be a back after a mini summer vacation.We kick things off where we left off: with Disney. There was quite a bit of news on the Disney front and Apple is once again being pulled into the story. The update begins with Neil…
Lees meerHello everyone. We kick things off with Neil’s thoughts on how competitors may struggle going up against Vision Pro from a hardware perspective due to Apple’s supply chain actions. The discussion then turns to Disney and the growing list of issues p…
Lees meerHello everyone. Happy Tuesday. We kick things off with Neil’s thoughts on the App Store turning 15 years old. The discussion then turns to Mark Lucovsky, who led Google’s AR software efforts, quitting Google in a very public way. We conclude with ho…
Lees meerHello everyone. Welcome to a new week. Today’s update will have a Samsung theme. We begin with Neil’s thoughts on Samsung announcing its first Unpacked event in South Korea. The announcement caught Neil’s attention for a few reasons. The discussion …
Lees meerHello everyone. For today’s update, we will take a spin through the EV space. While headsets have grabbed the attention in recent months, the EV industry continues to evolve in an effort to find itself. We begin with Neil’s thoughts on Tesla’s lates…
Lees meerHello everyone. It's good to be back after a long weekend. We will kick off this holiday-shortened week with two news stories that appeared on Neil’s radar. The update begins with Neil’s thoughts on the latest news from the Apple Vision Pro supply c…
Lees meerHello everyone. The update kicks off with an examination of AAPL valuation metrics (forward P/E, EV/FCF, and free cash flow yield). We then go over Neil’s thoughts on why Apple’s valuation metrics have improved so dramatically in recent months. The …
Lees meerHappy Wednesday. We kick things off with Neil’s thoughts on Apple making the first episode of “Silo” for free on Twitter. Our attention then turns to Google cancelling its AR glasses project to focus on SW partnerships. The strategy doesn’t make any…
Lees meerHello everyone. Yesterday’s discussion about headset adoption piqued Neil’s interest in Apple’s branding opportunity with Vision Pro and the idea of how to sell "coolness" for the face. Before we get to that discussion, there was one branding-relate…
Lees meerHello everyone. Happy Monday.One follow-up to a story from last week.As pointed out to me by a member, the visionOS VR restriction regarding a 1.5-meter "system boundary," as measured from the initial position of the Vision Pro wearer's head, isn’t …
Lees meerHello everyone. We are getting our first look at the visionOS software development kit (SDK). Developers are now able to give visionOS a spin in a simulated environment via Reality Composer (macOS and iOS apps).One reason Apple unveiled Vision Pro a…
Lees meerHappy Wednesday. For today's update, we will take a spin through content streaming land. Spotify EarningsBack at the end of April, Spotify reported 1Q23 earnings.Spotify management's narrative changing yet again. There is increased emphasis…
Lees meerHappy Tuesday. The discussion kicks off with Neil’s thoughts on John Gruber's live episode of ‘The Talk Show’ at WWDC. We then revisit the topic of Apple CEO succession. Let’s jump right into today’s update. The Talk Show at WWDCFor the pas…
Lees meerHello everyone. We are going to do something different today. One topic that has been on Neil’s mind the past 10 days or so is how Vision Pro can impact Apple’s ecosystem. After just a few minutes using Vision Pro, it became clear that this device w…
Lees meerHello everyone. We will talk about three Apple-related news items that came out in the past week. Apple Acquires AR Headset Maker MiraHere's The Verge:“Apple has acquired Mira, a Los Angeles-based AR startup that makes headsets for other co…
Lees meerHappy Tuesday.We will wrap up our analysis and discussion of the WWDC keynote. Yesterday, we went over the larger takeaways from the keynote. In today's update, we will focus on granular items that jumped out at Neil attending and watching the keyno…
Lees meerHello everyone. Welcome to a new week.We will focus on the major takeaways from Apple’s WWDC keynote (not including Vision Pro which we discussed last week). Let’s jump in. The Lack of “AI” at WWDCIn what doesn’t come as a surprise, Apple d…
Lees meerHello everyone. We kick things off with a big challenge Apple will face selling Apple Vision Pro. The discussion then turns to Vision Pro competition and the degree to which Neil thinks Apple’s headset will impact the AR/VR/mixed reality industries.…
Lees meerHello everyone. There is a slight change of plans. Yesterday’s update led to the largest number of incoming emails from members following an update in years. Accordingly, we are going to keep running with the Vision Pro discussion. Neil spent about …
Lees meerWith this year’s WWDC review, we are going to do something different. Today’s update will focus on the big news: Apple Vision Pro. In particular, we will go over Neil’s time using Apple’s first headset. Neil spent about 30 minutes using Apple Vision…
Lees meerHello everyone. Welcome to June.Virtual Member Meetup on Monday. Following the WWDC keynote, there will be a virtual member meetup in the member forum in Slack on Monday at 5:30 pm ET / 2:30 pm PT. Hopefully that time will also allow some members in…
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