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Mac OS Ken

News and Views of Apple Vision Pro - MOSK: 02.06.2024

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 6 February 2024

⏱️ 16 minutes

🧾️ Download transcript

Summary

- BofA Adds Apple Vision Pro to Apple Financial Expectations - Users Can Access Intel Macs Through Apple Vision Pro - Apple Vision Pro App on the Roadmap for YouTube - PSA: Do NOT Forget Your Apple Vision Pro Passcode - Epic Accuses Apple of "Non-Compliance" with Ruling in Lates Legal Move - MacRumors Website Analytics Logs Spot iOS 17.3.1 - Views from People Who've Tried and/or Bought Apple Vision Pro - Check Out the OpenCase Kickstarter NOW at kickstarter.com/projects/johnrokos/opencase-magsafe-perfected/ - 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

This is MacOS Ken.

0:08.8

Apple Vision Pro News.

0:10.8

EPIX headed back to court over Apple Stuff and Apple Vision Pro views.

0:17.4

It is Tuesday, the 6th of February, 2024.

0:21.1

I'm Ken Ray and this is news from Maco West Ken brought to you by yours truly and

0:29.4

supported by people like you patrons through Patreon find out more and add your support at

0:38.3

Patreon dot com slash MacoS Ken.

0:43.0

Guess who tried out Apple Vision Pro.

0:48.0

If you said B of A analyst, Wamsi Mohan, you must have been reading ahead.

0:54.6

On Monday, Apple 3.0 ran part of a note he wrote after he's trapped into Apple's mellow

1:00.0

version of the metaverse.

1:02.3

Though he did note problems with Apple's headset that he deemed typical of first-gen devices,

1:07.0

battery life and device weight specifically,

1:10.0

the analyst wrote that the spatial computing paradigm is extremely unique, and we expect

1:16.3

developers to unleash numerous apps over time to drive increased use cases over time. But enough about the magic and wonder, get to the

1:26.8

nickels and dimes. For the record, I hate getting to the nickels and dimes on this thing, but he's a financial analyst, so what are you going to do?

1:35.0

Based on our assumptions, wrote Mohan, the Vision Pro Hardware can add a total of 46 cents per share to earnings per share over the next five years.

1:46.3

Going conservative on the services side, he and his think Vision OS apps could add between

1:51.2

22 cents and 43 cents per share over the next five years

1:56.2

combined that is somewhere between 68 cents and 89 cents per share over the next five

2:02.0

years.

2:04.2

Now what I don't know is whether he's assuming the same $3,500 starting point

...

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