Ciara O'Brien

And, you know, obviously, John Ternus would have been involved in the development of MacBooks.

that product uh we've seen them introduce their own silicon move away from intel which was a gamble at the time that seems to have paid off um and it's kind of you know you kind of say what's next because look apple has created i suppose product categories in the past you know like with the ipad it's kind of you know it made it its own um

The Vision Pro, I suppose, is the one kind of stumbling block because while a lot of people got very enthusiastic over it at the start, the cost of it is a huge thing.

The availability of content, because one will drive the other.

If the content is there, people will buy the product.

If people are buying the product, the content will be made for it, so the apps will come, the whole ecosystem will develop itself, as we've seen in the past.

However...

Vision Pro is kind of, you know, being touted as, I suppose, one of the black spots for Apple in recent years because it hasn't done, I suppose, it hasn't run away with a category as people would have expected.

Now, you know, we could be looking at augmented reality glasses similar to the meta tie up that they have with Ray-Ban.

And maybe some of the lessons that they've learned from Vision Pro will come into play there.

And that will be a more accessible product, I think, because there's very few people that can drop a few thousand on basically the first generation of a product that may or may not stick around, you know, and that doesn't have, I suppose, the apps and the use there that...

People really need to spend that amount of money on what is essentially a virtual reality headset.

You can call it spatial computing.

You can call it augmented reality, whatever.

You're basically slapping on a headset.

I've seen people wearing them in public.

I wouldn't do it myself.

Well, you know, I've seen one person wearing one in public and it was, to be honest, it was people stared.

Nobody wants to look weird.

But, you know, this is going to be the challenge now, coming up with these new product categories that will drive growth into the future.