AR/VR
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Apple Earnings; AI, Capex, and R&D; The Vision Pro Gets a Killer App
Apple’s earnings reflect the company’s device-centric approach to AI; then, the widescreen Mac display is the Vision Pro’s killer app.
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Apple Earnings, Wearables and Vision Pro, AI Leverage
Apple’s earnings highlighted the company’s product maturity; will AI drive an upgrade cycle? Plus, why Wearables are slumping, and why Vision Pro isn’t moving the needle.
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MLS on Vision Pro, The Vision Pro’s Missing Content, The Vision Pro’s DRI
The Apple Vision Pro finally has a new piece of immersive content, and it’s very disappointing — along with the overall paucity of content. Does Apple have a strategy? Who is in charge?

