EP 201: Apple Vision Pro - The AI-powered product that (hardly) no one needs
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AI Strategy
discusses Apple's strategic shift towards generative AI, noting that the company has recently announced a generative AI offering for iOS. He contrasts this with Meta's pivot away from AR and VR to focus more on generative AI, suggesting that Apple may be following a similar path. Jordan believes that while the Vision Pro incorporates AI, it is not marketed as an AI product, possibly because Apple recognizes that the first version won't be a game-changer 1.
I think the majority of people agree with me that this is an AI product that hardly no one needs. Unlike every single big product, big piece of hardware from Apple ever. This is not for most of us. This is not for the everyday person. This is not something that we need. It's something that people with a lot of money want.
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He also highlights the economic impacts, noting that while other big tech companies have seen significant stock increases, Apple's gains have been modest, reflecting skepticism about the Vision Pro's market reception 2.
AI Integration
Jordan elaborates on the AI capabilities embedded in the Vision Pro, emphasizing that the device relies heavily on artificial intelligence for its core functionalities. He mentions features like the eyesight system for mixed reality and user navigation for spatial content, all powered by AI. Despite these integrations, he believes the first version of the Vision Pro will fall short of expectations 3.
The Apple Vision Pro does use a lot of AI. Some of its main AI features that you probably don't know are powered by artificial intelligence is the eyesight system that allows mixed reality.
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Jordan anticipates that future versions will incorporate more generative AI, making the device more useful and immersive. He also points out that current voice dictation and typing functionalities are cumbersome, indicating room for improvement in user experience 4.