zlacker

>>ksec+(OP)
Apple doing a 0 to 100 on ads is pretty remarkable.

Bold prediction: Apple will increasingly turn to services to maintain revenue growth as people don't upgrade their hardware as frequently because hardware innovation is also slowing down.

On a similar note, Apple will find it hard to move into VR because it'll never be a big enough business for them but a make or break for Meta.

>>Calvin+Cb
Apple is definitely enamored with the service business model, but I think the issue with VR is a lot more clear-cut; Apple can't release a $1,000 headset in a market where $400 headsets exist too. VR is a novelty, and people will probably reach for whichever option is cheaper.

If you want a more clear-cut example of this happening in the past, compare the launch of the PS3 with the Xbox 360. The PS3 was the better console in every way, being faster, having more features and not being made by Microsoft!

The Xbox 360 destroyed the PS3 at launch. Turns out, desperate consumers just wanted a cheap box to play vidya on. I think Meta knows this, which is why they go out of their way to undercut everyone, all the time.

>>smolde+pe
Isn’t that the exact analog of “Apple can’t release 1+k$ phone in a market where 50$ phones exist”? Which they very clearly can and do.

>>hnacco+Kg
It's more like "Apple can't release a set-top box in a market where people get them for free", which is right. So right, as a matter of fact, that Apple had to develop AppleTV apps for the likes of FireTV, Tizen and Android. There are a number of markets that don't give a rat's ass about brand recognition, and unless Apple partners with Valve, I reckon VR/AR will be another one of those segments.

>>smolde+Vi
And yet they still sell a $170 set top box.

>>scarfa+lj
And it's by-far the lowest-effort product they make. Nevermind the rogue's gallery of subscription services they call a menu, the hardware itself has been copy-pasted across multiple generations, and the internals are mostly just repurposed/binned iPhone chips.

>>smolde+ck
So you are saying: "They don't put any effort into their infinitely more expensive product and they still sell it profitably." I really don't think that's an argument for the side you want it to be...