Ming-Chi Kuo on Apple Vision Pro - MOSK: 02.29.2024

Mac OS Ken

Ken Ray

Technology

4.7 • 996 Ratings

🗓️ 29 February 2024

⏱️ 15 minutes

🔗️ Recording | iTunes | RSS

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Summary

- Ming-Chi Kuo Opines on State of Apple Vision Pro - Cook Says Apple Will "Break New Ground" in Generative AI This Year - BofA Sees Big iPhone Upgrades Driven by Generative AI - Reaction from Chinese EV Execs on Apple Car's Demise - Morgan Stanley Happy to See Apple Abandon the Car - Apple Pay Later Loan Info Added to Experian Credit Reports - Apple Music Adds Personalized "Heavy Rotation Mix" - Apple TV+ Announces Documentary "The Bloody Hundredth" - Apple TV+ Picks Up 10-Episode "Neuromancer" - Check Out the Latest Checklists by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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0:00.0	Honestly I feel like leap day should just be like a day off like one big day of blank all
0:07.7	You spend four years not having this extra day you get this extra day and what do you have to do? The same stuff you do with all the other days that come along.
0:16.0	I think it should be a day for nothing. Like Dingus Day, without having to chase people or be chased by people.
0:25.0	Anyway.
0:27.0	This is Mac OSKIN.
0:35.0	Dingus Day. It's a thing.
0:38.0	Look it up.
0:40.0	Ming Quo on Apple Vision Pro, Tim Cook teases AI again, and reaction to Apple crashing its car plans.
0:49.6	It is Thursday the negative 1st of March.
0:54.0	Yeah, it's the 29th of February, 2024.
0:57.0	I'm Ken Ray and this is news from Maco West Ken-Kenn brought to you by yours truly and supported by people like you.
1:09.0	Patrons through Patreon.
1:12.1	Find out more and add your support at patreon.com slash MacoS Ken.
1:21.6	Lots of food for thought from T.F. International analyst Ming Chie Quo on Wednesday, all of it tied to Apple Vision Pro.
1:30.0	The analyst took the medium sharing his thoughts and insights on demand for the headset,
1:34.7	a wider release schedule, the rate of return for purchased units, and when the world might get the next one.
1:42.3	Demand is down, which is not surprising.
1:46.0	When pre-order started in the middle of January, the weight went quickly to about a month and a half.
1:51.0	The weight now is three to five days, which is hardly a wait at all.
1:57.4	Unless Apple cuts the price of Vision Pro or their more attractive applications, the analyst says the shipment growth in the U.S. market may be limited.
2:08.1	Or just thinking out loud here, the shipment growth may be limited by design. When the thing was announced a lot of people
2:15.9	leaned into the pro part of the Apple Vision Pro name. Their supposition was this was a device
	...

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