Casey Liss

But anyways, I haven't read a lot on this, but everything I've read on this is, oh my, this is the future. The Vision Pro is a mistake. When can we have this? And the answer is, well, probably not soon. So let me read some stuff. So from The Verge,

But anyways, I haven't read a lot on this, but everything I've read on this is, oh my, this is the future. The Vision Pro is a mistake. When can we have this? And the answer is, well, probably not soon. So let me read some stuff. So from The Verge,

meta not meta has revealed its orion augmented reality glasses and they look almost like a trendy pair of frames you could pick up without all the tech inside orion uses micro led projectors inside the frame and beams images in front of your eyes via wave guides in the lenses

meta not meta has revealed its orion augmented reality glasses and they look almost like a trendy pair of frames you could pick up without all the tech inside orion uses micro led projectors inside the frame and beams images in front of your eyes via wave guides in the lenses

The glasses pair with a wireless compute puck and a neural wristband you wear on your arm that responds to gestures like pinches. Again, this from the Orion review now. Orion, Meta's first pair of augmented reality glasses, was supposed to be a product you could buy.

The glasses pair with a wireless compute puck and a neural wristband you wear on your arm that responds to gestures like pinches. Again, this from the Orion review now. Orion, Meta's first pair of augmented reality glasses, was supposed to be a product you could buy.

When the glasses graduated from a Skunk Works project in Meta's research division back in 2018, the goal was to start shipping them in the low tens of thousands by now. But in 2022, amidst a phase of broader belt tightening across the company, Zuckerberg made the call to shelve its release.

When the glasses graduated from a Skunk Works project in Meta's research division back in 2018, the goal was to start shipping them in the low tens of thousands by now. But in 2022, amidst a phase of broader belt tightening across the company, Zuckerberg made the call to shelve its release.

As Meta's executives retell it, the decision to shelve Orion mostly came down to the device's astronomical cost to build, which allegedly is in the ballpark of $10,000 per unit. Most of that cost is due to how difficult and expensive it is to reliably manufacture the silicon carbide lenses.

As Meta's executives retell it, the decision to shelve Orion mostly came down to the device's astronomical cost to build, which allegedly is in the ballpark of $10,000 per unit. Most of that cost is due to how difficult and expensive it is to reliably manufacture the silicon carbide lenses.

When it started designing Orion, Meta expected the material to become more commonly used across the industry and therefore cheaper, but that didn't happen. Quote, "'You can't imagine how horrible the yields are,' says Meta CTO Andrew Bosworth of lenses. Instead, the company pivoted to making about 1,000 pairs of the Orion glasses for internal development and external demos."

When it started designing Orion, Meta expected the material to become more commonly used across the industry and therefore cheaper, but that didn't happen. Quote, "'You can't imagine how horrible the yields are,' says Meta CTO Andrew Bosworth of lenses. Instead, the company pivoted to making about 1,000 pairs of the Orion glasses for internal development and external demos."

Quote, it's probably turned out significantly better than our 50-50 estimates of what it would be, but we didn't get there on everything we wanted to. Zuckerberg says to the device, quote, we still want it to be a little smaller, a little brighter, a little bit higher resolution, and a lot more affordable before we put it out there as a product.

Quote, it's probably turned out significantly better than our 50-50 estimates of what it would be, but we didn't get there on everything we wanted to. Zuckerberg says to the device, quote, we still want it to be a little smaller, a little brighter, a little bit higher resolution, and a lot more affordable before we put it out there as a product.

And look, we have a line of sight to all those things.

And look, we have a line of sight to all those things.

I both agree and disagree with basically everything that you guys just said. I'm not so disappointed in the tech press as John is. I concur that it's been obvious to anyone who's paid even the tiniest bit of attention that this is what Apple is angling for, that they want something that looks, maybe not aesthetically, but in principle, like functionally looks, if you will, like Orion. That

I both agree and disagree with basically everything that you guys just said. I'm not so disappointed in the tech press as John is. I concur that it's been obvious to anyone who's paid even the tiniest bit of attention that this is what Apple is angling for, that they want something that looks, maybe not aesthetically, but in principle, like functionally looks, if you will, like Orion. That

You don't have pass-through because you're already looking at the real world, and you're just augmenting that. Hence, Tim's saying over and over again, AR is very interesting to us. It's clear that's what Apple wants. And I think a reasonable way to get there, maybe not the best way to get there, but a reasonable way to get there is to say, well, let's make some hyper, hyper great-looking cameras.

You don't have pass-through because you're already looking at the real world, and you're just augmenting that. Hence, Tim's saying over and over again, AR is very interesting to us. It's clear that's what Apple wants. And I think a reasonable way to get there, maybe not the best way to get there, but a reasonable way to get there is to say, well, let's make some hyper, hyper great-looking cameras.