Apple's Spatial Computing Bet: Vision Pro and the Next Computing Platform
Apple Vision Pro is expensive and niche today, but it could define the next computing paradigm.
Apple's Vision Pro at $3,499 is not a mass-market product. But that's exactly where the iPhone started - expensive, limited, and dismissed by critics. Apple's spatial computing vision is a 10-year bet on replacing the smartphone as the primary computing device.
The second-generation Vision Pro, expected in late 2026, should address the two biggest complaints: price (targeting $1,999) and weight. More importantly, the developer ecosystem is growing, with 10,000+ spatial apps now available.
For investors, the key question isn't whether Vision Pro succeeds in 2026 - it's whether Apple can create a new product category worth $50B+ in annual revenue by 2030. History suggests betting against Apple's category-creation ability is unwise.
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