How Apple Killed The Meta Quest

ABOUT JOHN COOGAN:

I've been an entrepreneur for the last decade across multiple companies. I've done a lot of work in Silicon Valley, so that's mostly what I talk about. I've raised over 10 rounds of venture capital totaling over $100m in funding.

I work mostly in tech-enabled consumer packaged goods, meaning I use software to make the best products possible

CONTACT:

Disclaimer: This video is purely my opinion and should not be regarded as a primary source. I am not a financial advisor and this is not a recommendation to buy or sell securities. Always do your own due diligence.

[sidravi]

Small correction: The Vision Pro doesn't use facial scanning tech to log users in. It uses Optic Id, which is their new iris scanning tech to log users in.

[leemarco]

Great video, did not think of Tim cook that way till watching your video. I know he didn't single handedly built the headset, but he's in leadership position that brought the tech that allowed all that was required to assemble into one.
This is just the start of something much bigger.
Can't wait to see how it unfolds 5-10 years down the line.

[ErrorRaffyline]

I don't think it's fair to say that Apple has killed Meta Quest. Fundamentally, they are two very distinct visions. While the Quest platform definitely has some barriers to entry, the userbase is mostly focused on gaming, while Apple still needs developers to create apps for them.

[hippotizer]

Apple never killed the quest. Even the contrary. It only made it much more attractive.

[picmedic]

You’re not going to kill Quest when the vision pro requires average joe to take a mortgage to afford one

[bobwitmer]

Great video. The other key thing that I give Tim Cook credit for is focusing on data security and user privacy. He’s fought against government back doors into data and made brave decisions to give the users a choice if the apps track them across platforms. Instead of trying to monetize user data collection he understands that it’s more important to have user trust if you’re gathering sensitive user information (i.e. health data). This will be critical for the success of the Vision Pro and they noted it in the announcement. They explicitly mentioned that they aren’t collecting data about where the user is looking but only the functional events (button clicks). If they’re doing retinal scans, I expect that they’ll be able to gather a lot more health data than the Apple Watch. Meta can’t gain that trust just by changing their name.

[ccmurray]

Incredible video, my man. Appreciate the hard work and research you do. Do not stop.

[Aggielife]

I just started watching the video and just wanted to say that One of Apples biggest accomplishments is also the reason it gets criticized so much. Every time they release a new product, people want it to completely change their life. I don’t care how much a person hate Apple, their aren’t many companies now or ever that had/have that type of pressure on them!

[dspdr]

"Killed" is too strong word. Apple's 3500$ VR attempt not even dented Quest sales.

[seoulipsism]

Tim Cook has always been a fitness focused person, and it's really the way that Apple Watch eventually went. I love my watch, but fitness and the ability to measure my certain vitals is really why I own an Apple Watch - especially after it became evident during the pandemic that Covid presented a strange anomaly that people would have blood oxygen levels of below 90% and still be consciousness. When Apple introduced an blood oxygen sensor on Series 6, it made my Apple Watch even more important to me and that sensor is extremely accurate. As someone living with Type 2 diabetes, it would also be interesting to me to see where Apple goes with a blood sugar measurement sensor when the technology is there and Apple doesn't have to go through FDA (or any other country's equivalent of the FDA) for regulatory approval. To be honest, I find Apple Watch to be Apple's most "ethical" device, because it is so personal and the reason why my more expensive analagoue watches have been gathering dust since I got my first Apple Watch. Use case is important, because Apple wasn't sure which way Apple Watch was going to go, too, until customers determinded this. I think the same thing will happen with Vision Pro, even though it's expensive and (once again) Apple had to patent the heck out of it, it has amazing hardware, but software in the form of visionOS has to be integrated tightly with VisionOS's hardware. Apple has disrupted, (re)invented or reimagined many industries since the iPod and iTunes and the ability to purchase music, basically disrupting the music distribution industry. Steve Jobs wasn't really in favour of an AppStore but was eventually convinced of the importance of an AppStore in terms of bringing more software innovation to iPhone and iPad. Intel couldn't really innovate anymore because they were so stubborn in not wanting to outsource manufacturing to third party foundries. Mac innovation floundered for years but secretly Apple was working towards introducing RISC computing to a PC, which they eventually did in the form of Apple Silicon. What I do think is that Apple is going to disrupt the battery manufacturing industry next. Appel has such a relentless focus on battery optimization for all of their devices and getting two hours of use from the Vision Pro's battery is a joke, and Apple already knows this. Sure, the upcoming 3nm M3 and A17 SOCs (finally) will bring power saving and battery savings returns for Apple devices, but the world is still using battery tech from the 1990s, based on battery chemistry that was first developed more than 100 years ago - where to from lithium ion? Apple has its vast cash reserves to tap into to change the world forever in a world that has increasingly gone mobile, the computing power is there, but ability to power that computing power is not.

[Ryan]

John you make the best deep dive videos of any creator on youtube. Keep up the good work! 👍🏻 I also enjoyed the sci-fi references at 23:06. I’m familiar with all except Pygmalion’s Spectacles. I look forward to reading it! 📖

Coincidentally, I just watched the Black Mirror episode “The Entire History of You” last night. I’m optimistic about the future, but that dystopian depiction certainly gave me pause! 😅

[United_Wings]

It's crucial that they get the marketing on this right 👍🏻🎉

[wushdishmeen]

The iPhone 15 Pro records 3D video just as you said which fixes the issue. It makes so much sense to film 3D videos on your camera removing the awkwardness, and only using the Vision Pro to watch these videos in your own time to relive those memories. That is AWESOME in my opinion.

[fteoOpty]

Tim ain't no engineer. He was a logistics guy/ operations guy. This project I believe was in response to Meta's billion dollar investment in VR after the Occulus Quest acquisition. If you see what Palmer Lackey is working on, after leaving Occulus, you realize that was on to something big. Apple just closed the gap of VR headset to AR which they championed for years....People kept missing the point that Vision Pro device is a full computer inside. A Mac M2 laptop inside the headset. Not a dinky Qualcomm

[United_Wings]

After watching this video I've realized that Tim Cook is a genius 🎉❤

[kenthoover]

lol Tim Cook is hugely empathetic… That’s why he ordered those Chinese factories to put up suicide nets, catch those workers and get them back to work!😂

[kendrickpi]

Fabulous analysis and opinion piece. Thanks. My take is that we are witnessing the dawn of spatial computing, of which the Vision Pro is but a part!

[christymullins]

your videos are amazing sometimes i watch more than once, great story telling 👏

[crowhurd]

This is fantastic content. I honestly never knew much about Cook. I never fully realized his full value and influence. I always kinda looked at him as just a figurehead and I mean no offense by that. And neither here nor there but, I didn’t even know he was gay. Lots of very cool information in this video and I’ve gained a whole new respect for the man. Thanks for making this for us.

[ItaloCassini]

Apple didn't kill the Meta Quest, but that's how it boosted Quest sales!
Apple is bringing VR/AR to the world, and it will be a desire for many, but when facing the price point, which headset do you think the majority of non-Apple users will buy?