>Every important computing platform has been defined by what people built with it. The PC became meaningful because developers built software. The web became meaningful because developers built websites. Smartphones became meaningful because developers built apps. We believe augmented reality will be no different.
At a $2195 price point, it just won't be possible to have an ecosystem. All the other platforms mentioned were orders of magnitude cheaper. That being said, I do think AR has real utility, but the price discovery will take a while
Apple sold over 500k (the last reported number) of Apple Vision Pros and they had/have a built in ecosystem and known developer tools.
It's been considered by all measures a flop. (I have one and love it).
Snapchat has a 2nd rate social media platform after a new audience, they already failed with hardware once, they lost all momentrum relative to their geo spatial ad filters and Lens make app (blew up during COVID).
I dont know convinces anyone that they are due for an Apple like moment in AR at $2k+ per glasses.
We didn't have early PCs when early PCs were expensive. Today we have desktops, laptop, smartphones, VR goggles, more PCs than you can shake a stick at, all reasonably priced. One more PC form factor isn't the same as when we were buying our first, or our second, or our third....
At a $2195 price point, it just won't be possible to have an ecosystem. All the other platforms mentioned were orders of magnitude cheaper. That being said, I do think AR has real utility, but the price discovery will take a while