>Microsoft will just piggyback on whatever Apple and Google build, like they currently do with phones.
I don't think the hardware is the main obstacle. VP isn't revolutionary hardware-wise, it just take hardware to the next level, in both functionality and cost. With sufficient motivation (read: racing to win the next computing platform), VP's hardware edge can be matched.
IMO, Apple's aces are in its vision, and execution (read: software). VP's presented use cases of content consumption (3D and 2D), personal productivity and remote work, and 3D recording, all have widespread, mainstream appeal. VR gaming by itself can't bring HMDs to mainstream. Zuckerberg likely realized this when he positioned Quest Pro for metaverse & work. But there was no public buy-in for metaverse, and WorkPlace was horrifically bad, as to wit the Verge's review.
View: https://youtu.be/WqY1ZNTaHyo
In short, Meta failed at both its vision and execution for Quest Pro. The $500 price drop 6 months post-launch means QP flopped, even before the VP launch. I'm curious how Zuckerberg will pivot, now that he's seen the competition's different vision, and the high acclaim for it. I'm pessimistic on Meta's chances, as even if it can match Apple's vision/execution, it doesn't have Apple's platforms and the developer base. VP will have a functional ecosystem on day one. After 4 years, Meta Quest still has only a handful of productivity apps in its store.
Ditto Google Glass. Google didn't really have a vision for it. The company made the hardware and basically handed it over to devs and let them figure out the use cases. Implications like privacy were never considered. Then the narrative got sidetracked into "glassholes" and the product could never get traction among the public. It never had a compelling use case. Cool hardware alone isn't enough.
Speaking of compelling use cases, I think 3D video recording will be big. By this I don't mean VP will be successful because of it, as I think it'll be on high-end phones as well as most future headsets. The ability to record memories of loved ones for posterity, and replaying them "as if you were there," is, if not priceless, worth at least a considerable amount. I'm surprised not more AR products have considered this angle.
>Well, I'm thinking it'll be Meta and Google stepping up to challenge Apple.
As said, I'm not big on Meta's chances. If the tens of billions spent can only result something as bad as WorkPlace and amputated cartoony avatars, and as anemic an app library as the Quest Store, I don't think any amount of hardware can make a difference.
Google is the obvious choice, to repeat its Android to Apple's iPhone moment. Apple's premium leaning will always mean there needs to be somebody to serve the "non-premium" segment. There's already reports that Samsung is developing a headset to compete with VP, and Google is collaborating. I hope to see some smoke.
Samsung, Google and Qualcomm are working together on an XR headset. There was news about the date and operating system at the IO conference.
mixed-news.com
I'm not counting Microsoft out. MS missed the boat on smartphones and spent years trying to find the Next Big Thing. Nadella is more competent than Ballmer and Gates, and I expect a more proactive approach this time around.
>I wonder if someone will finally buy Magic Leap. Maybe Samsung?
Samsung is buying a micro-OLED vendor called eMagin that "SadlyItsBradley" is hyped about.
View: https://youtu.be/eOtuMMi9LX4