Welcome to the Tech Mem Right Home for Monday, January 22nd, 2024. I'm Brian McCullough.

Today, just what the title says. How many Vision Proes do we think Apple sold this weekend and Mark

German has some ideas for why developers are so lukewarm on the product.

11 Labs is an interesting raise. Sam Altman seems serious about making his own

AI chips and the breakthrough in VR from Disney

Imagineers that would allow you to literally walk through the metaverse.

Here's what you miss today in the world of tech. How many Vision Proves do we think Apple took pre-orders for this weekend? An estimated 160 to

180,000 units during this first pre-order weekend.

So maybe more than they made, as we'll discuss in a second.

But unchanged shipping times after the first 48 hours

suggests demand tapered off considerably.

All this comes from analysts Ming Chie Quo, quoting 9 to 5 Mac.

He compares this to iPhone pre-orders where shipping times quickly slip and then continue slipping as demand

continues to outstrip supply. Vision Pro in contrast has not seen shipping

times continue to increase. This suggests that Apple didn't have enough stock on hand to meet

initial demand, but demand and supply are now balanced."

End quote. So as Quo and Mark Germin are both claiming that Apple had around 80,000 units on hand.

Then this suggests Apple now needs to fill in the neighborhood

of 100,000 further units.

As we'll discuss in the next segment, this suggests that in the first weekend Apple sold as much as half of the units they're expecting to sell all of this year

These are all estimates on top of estimates of course but that suggests either more sales

momentum than Apple thought or not because as 9 to 5 Mac points out this is the

...