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My hot take:

VR enthusiasts, which I guess now includes Apple, assume there's some natural, obvious mass market demand for such a solution if only the tech is good enough.

I'm telling you that this mass appeal doesn't exist. Nobody cares about AR/VR. We've had AR on iOS for a decade and other than navigation and Pokemon, there's no killer apps, no ecosystem.

I took my colleagues to a VR center, where they could experiment with lots of setups, try out games and experiences. They had a great time but nobody spoke about it ever again and nobody bought any device. And these people work in tech.

The tech isn't the problem. The entire interaction simply isn't a fit.




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