Casey Liss

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.

internal pass-through inside these goggles that lock you away from the world to get us used to what it'll be like when we don't have to have pass-through, when the pass-through is the real world. Hopefully I'm making sense here. And to get ahead of that and to hopefully build a developer story around that, you just fake it until you make it. And that's what Apple has done.

internal pass-through inside these goggles that lock you away from the world to get us used to what it'll be like when we don't have to have pass-through, when the pass-through is the real world. Hopefully I'm making sense here. And to get ahead of that and to hopefully build a developer story around that, you just fake it until you make it. And that's what Apple has done.

Now, the problem is they haven't really made it, right? In the sense that developers are mostly ignoring it. And I think that Apple is largely, mostly ignoring the Vision Pro. But I don't think it's unreasonable for Ben and others in the tech press to say, oh, my God, this was amazing. Oh, my God, this is the future today. I don't think that's unreasonable.

Now, the problem is they haven't really made it, right? In the sense that developers are mostly ignoring it. And I think that Apple is largely, mostly ignoring the Vision Pro. But I don't think it's unreasonable for Ben and others in the tech press to say, oh, my God, this was amazing. Oh, my God, this is the future today. I don't think that's unreasonable.

Now, it should be couched and there should be asterisks and daggers and double daggers saying, well, yes, this is the future today, but you can't buy it because it is what? The future.

Now, it should be couched and there should be asterisks and daggers and double daggers saying, well, yes, this is the future today, but you can't buy it because it is what? The future.

Yeah, I would agree with that. I don't know. And I also, I know it's fun for everyone, including sometimes me, to slag on the Vision Pro. And I'll be honest with you, I don't use my Vision Pro very often. And if it wasn't purchased for my job, like if I'd done this just because I thought it was neat and I wanted one, I would really, really regret spending all the money I did on it.

Yeah, I would agree with that. I don't know. And I also, I know it's fun for everyone, including sometimes me, to slag on the Vision Pro. And I'll be honest with you, I don't use my Vision Pro very often. And if it wasn't purchased for my job, like if I'd done this just because I thought it was neat and I wanted one, I would really, really regret spending all the money I did on it.

That being said, I maintain that for specific things, the Vision Pro is really incredible. It is not an all-things-to-all-people device, if you ask me, even though I think that's what Apple wanted it to be, if you were to look at keynotes when it was announced and whatnot. But I cannot say enough good things about the immersive video that Apple has put out.

That being said, I maintain that for specific things, the Vision Pro is really incredible. It is not an all-things-to-all-people device, if you ask me, even though I think that's what Apple wanted it to be, if you were to look at keynotes when it was announced and whatnot. But I cannot say enough good things about the immersive video that Apple has put out.

Now, admittedly, they've put out very little of it. And it's coming in at a snail's pace. But it is unlike anything I've ever experienced. It is so much better than any other cinema-like experience I've ever had. It is truly, truly phenomenal. And they are releasing more stuff. It is way too slow. but they are doing it. And I believe there's going to be an immersive film.