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Welcome to Motley Full Money. I'm Travis Hoyam, joined by Lou Whiteman and Emily Flippin.

We're going to jump right in today. And the big topic I thought for this week was Apple, at least reportedly, kind of pulling back on their lighter Vision Pro headset. They're going to be

moving in the same direction. It looks like as Meta has with their Rayban glasses, kind of this

AR technology. Emily, what are your thoughts on sort of this whole space and where Meta and Apple

fits into it.

I'm incredibly disappointed by Apple here.

I mean, look, Apple invested a lot of time and resources into convincing all of us that the future was in these lightweight, daily wearable glasses that were the visionary of spatial computing.

And then a year later, just backtracks. And it's not clear to me if this is

like a desperate pull for them to say, oh, no, me too, when they see the innovation that meta is

doing in literally the metaverse, or if this is just throwing stuff at the wall to see what sticks.

But in my opinion, I just am so incredibly bearish on pivoting towards heavy-duty VR classes

when it seems like we have years and years of evidence coming out of meta, that consumers

just do not want this. It just, it seems like a space where they're throwing stuff at the wall

and we don't know exactly what's going to stick, but at least we know that kind of these lightweight things are going to stick a little bit.

So that seems like a little bit of the move in the right direction, Lou.

But it's still, it seems like this is a money losing proposition for the foreseeable future.

We should say that this is one report.

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