Meta's AR glasses are three years behind Apple Vision Pro

Meaning in 3 years the price of components will be low enough for meta’s customers. But Apple customers will still be paying more for the better components in three years. So they can recycle this story in three years.

I'm not surprised. Apple is uniquely positioned to do Vision Pro. The M-series chips, all the work they've been doing on smaller specialized chips leading to the R1, their history of working with display makers for custom display designs, the fact that they already have pretty good tools for AR development individuals and small teams have already been making perfectly functional AR tools with the phone on...

Also, getting Disney on board for content is huge. As obnoxious as their ability to buy all the content out there unchallenged is, Disney knows how to design interactive experiences and has a huge library to work with. Though I wouldn't be shocked for them to charge through the nose for some of the cool stuff.