Maybe for the price point, but Occulus has sold like 10x as many quests. There are a lot of people who like VR for gaming, exercise and chat.

I think the Vision is too expensive and has too little software support.

Quest 2: 20 million (installs?) from oct'20 - q1'23, so lets say 2.5 years. (makes sense, Qualcomm said 10m in dec'21)

Quest 3 Sold an Estimated 900K-1.5 Million Units in Q4 2023.

Vision Pro is nice and all, but it's such a high price to pay although you're essentially buying a macbook pro. Still, in terms of revenue is still $1.4B for the quarter

This proves that there are at least 400k die-hard-price-insensitive Apple enthusiasts who are willing to spend that much for Apple’s latest gadgets. If I was Apple’s executive, I would double down on more high-priced novel products, even niche ones, that integrate in various ways to the Apple ecosystem.

400k is a pretty small number. Apple spent years on VisionPro with a large team.

This means so they are likely in the red (unprofitable) on VisionPro.

This ignores the opportunity cost of the VisionPro team working on something else.

Apple could have made normal fashionable glasses with a screen aka The Apple Watch / Apple AirPods strategy - but for eyes.

But they went the heavy ski mask strategy with 2 hour battery life.

>they went the heavy ski mask strategy with 2 hour battery life.

You mean ski goggles.

That's a projection for the rest of the year and probably still way optimistic. It's quite possible that the current trend is for a much smaller number.

Yeah I'm the only person I know who has one (I know one other buyer but they returned it). I'm honestly shocked it's over 100k sold since I feel like i'm in a pretty tech-early-adopter bubble