Apple

Although I’m sceptic of the Vision product line, I wouldn’t write it off just yet. They’ve just launched the first version and we don’t know yet how future versions will look like.

Thing is, they're leaning hard into it, which makes sense if they're going to make any progress in that space in part because it aligns with their strengths. But the big question is whether "spatial computing" is there yet? And that's the elephant in the room here and where I think there was a lack of wisdom on the part of the execs. As good as Apple have made the Vision Pro, the tech just isn't there yet as you still need a large device hanging off of your face.

Not to "if Steve Jobs were still alive" this too much ... but I think of the whole stylus v fingers thing here. To blow up as a new "form factor", it likely has to feel natural and seamless. Which means it probably has to be tantamount to wearing a pair of glasses or small goggles. If improvements of that magnitude are on the table, then yea, maybe the 3rd gen could be interesting. But if not, it's looking to me increasingly like another Apple Newton where they just go too hard too early on something.