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> but it seems that's the bet they are making.

That's absolutely obvious. What people are arguing is that this is a terrible move for many reasons. 0.1% of iphone users have a Vision Pro and Apple just degraded the experience for all of us.



They don't do this for Vision Pro.

They do this because there might soon be a disruptive AR-product (e.g. some nextgen Meta RayBan's) which gets adopted as companion device by the iPhone userbase and then gradually shifts their usage away from the iPhone to that other product.

So Apple needs to expand their ecosystem with all its stickyness to AR, as this ensures that even if competing AR products will be more appealing, they will all be inferior because only Apple's AR-product will allow you to mirror your whole iOS experience with all apps and content.


Ok, preparing for another corporation's takeover of the AR market is indeed a much better strategy (for Apple). Still, is it worth worsening the experience for all your current customers? Apple simply doesn't care about them, just hoarding cattle.


Well...yes, they are cattle. And the cattle doesn't like when someone says that, but Apple's most lucrative asset is that it is gatekeeper to a group of consumers with above-average spending power. Most of what Apple did in the last years was to ensure that their customers cannot be reached without Apple being paid.




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