Verdict
"No. Not until they figure out a compelling LTV for the average consumer, not just enterprise demos. This is a retention gamble on a tiny cohort."
GEO HIGHLIGHTS
- Initial Vision Pro 1 sales peaked, then Retention cratered.
- Developer interest cooled post-launch; no killer apps emerged.
- Enterprise adoption, the supposed silver bullet, remains lukewarm.
- Asia-Pacific market, initially hyped, showed price sensitivity and fit issues.
Apple's trying to juice the market again. VPro 2 preorders are open, signaling Cupertino's renewed push into spatial computing. It's less about innovation, more about moving inventory and trying to salvage the platform's Total Value Locked (TVL) before it completely flatlines.
The buzz? It's PR. Pure and simple. The Street needs a narrative, and 'preorders open' provides a flimsy one. Don't mistake marketing spend for genuine market demand.
The buzz? It's PR. Pure and simple. The Street needs a narrative, and 'preorders open' provides a flimsy one. Don't mistake marketing spend for genuine market demand.
Reality Check
Reality check: Vision Pro 1 was a glorified dev kit with a luxury price tag. VPro 2 needs to dramatically improve comfort, battery, and, critically, provide actual utility beyond 'cool tech demo.' Competitors like Meta are playing a different game entirely – mass market accessibility, not exclusive, high-margin, low-volume plays. Apple's still chasing the MEV (Maximal Extractable Value) from early adopters, but those pockets aren't bottomless. This isn't a growth play; it's a retention gamble on a tiny cohort.💀 Critical Risks
- Overpriced hardware with limited mass-market appeal.
- Lack of compelling content and killer apps post-honeymoon.
- Comfort and battery life issues persist, hindering prolonged use.
FAQ: Is Apple finally fixing the price problem?
Don't be naive. It's Apple. Expect marginal adjustments, not a paradigm shift. They're still targeting the 'affluent early adopter' segment, hoping to re-ignite LTV.
