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Tuesday, January 30, 2024

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Luther Weymann

No word if this number of sales included the many large corporate distributors who negotiated a return for credit agreement if they didn't sell in a specified time.

Martin K.

> But Will Mostly Glowing Reviews Help Sell 250K+ This Year?

Yes. (Assuming that Apple can produce 250K+ devices this year.)

> The "loneliness" aspect comes up a lot in reviews, and I don't think that reaction will ever go away.

I believe that the problem is two-fold: one part is technical, i.e., personas/avatars have to step out of their 2D windows and be presented as virtual 3D "holograms" to play a tabletop game together, watch a movie together, edit a document together, etc. The other part is social: people have to find opportunities and motivation to connect remotely online with other users of a Vision Pro.

I'm more sceptical about the second part. Sure, many couples living in long-distant relationships have the disposable income and motivation to buy two VR headsets and connect multiple times per week to see and interact with each other in virtual worlds.

But what about other people? Consider this: 4 out of 5 of the most played games on Quest are multiplayer games (Gorilla Tag, Rec Room, VRChat, Roblox; see: https://www.meta.com/en-gb/experiences/section/891919991406810 ). But supposedly it's mainly children and teenagers who play these games. On the other hand, tech reviewers who characterize VR headsets as "by nature isolating", neither know nor are they able to imagine how successful online multiplayer games are on VR headsets (since they didn't bother to check). Which tells me that they don't have much motivation to connect remotely online to other VR users. It's difficult to blame that on the marketing, because tech reviewers are supposed to look deeper into products and how they are being used.

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