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Motley Fool Hidden Gems Investing

“A Great First Effort from Apple”

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 11 May 2024

⏱️ 23 minutes

🧾️ Download transcript

Summary

Sure, the Apple Vision Pro has some flaws, but it’s incredible to be in a recording studio with Alicia Keys. Mary Long and Jason Moser checked out the new headset and discuss: - The training and educational use cases for spatial computing.  - How Apple and Meta products stack up against each other. - Meta’s virtual reality strategy.  - The strong value proposition for VR training in healthcare. Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, PCOR, ADSK, AXON, ISGR, GMED Host: Mary Long Guest: Jason Moser Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

There is an opportunity there.

0:02.4

Clearly, it's just trying to figure out whether it's a bit more of a niche opportunity or a

0:06.7

mass market opportunity.

0:08.2

But with Apple, you know, this is their first step. I'm Mary Long and that's Jason Moser. In addition to

0:18.3

analyzing stocks for you on Motley Fool Money, JMO is the lead advisor on

0:22.0

our augmented reality and beyond investing

0:24.3

service. Not too long ago, we each checked out the new Apple Vision Pro headset to

0:28.8

see if it's worth that $3,500 price tag. On today's show, JMO and I walk through that experience

0:34.5

and look at the virtual reality applications

0:36.8

that are already having an impact.

0:42.0

Jason, I wanted to grab you to talk a little bit about virtual reality and

0:45.6

augments reality and the state of that because this seemed to be a really big

0:48.8

news story in February when Apple launched the Vision Pro and things kind of seemed to have quieted down a bit.

0:55.6

I recently made a field trip to Apple and got to demo the device and walked out of that kind of

1:01.9

fireworks show that they put you through for about 30 minutes thinking,

1:05.0

whoa, this is really, really cool.

1:08.0

To be fair, I had not yet tried a VR headset, so I wanted some other perspective because you dabble in this space a bit more. You also recently took a field trip to check out the vision pro. What did you think?

1:18.6

Yeah, yeah, I just did. It went to the Apple store and it's very easy. I mean for anyone who wants to do it, I mean you just go to the

1:25.2

Apple website, you sign in, you make a reservation, they seem to be very open to it. You reserve your time slot and you go in there and they give you a demo of what this vision pro is all about.

1:36.7

So it was very easy to do.

1:38.3

I must admit, I went in with some, I think some preformed opinions based on my experience having used

1:46.8

Metas Oculus slash Quest device, right? I think actually my daughter has an Oculus that she got a couple of years ago for a birthday present.

...

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