Apple -- The Final Frontier -- June 28, 2023

Locator: 10002AAPL.

Occasional Updates

September 18, 2023: link here.

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The Blog

Links:

• AAPL: link here. Investing.
• The scorecard. Link here.
  
• Hardware: link here.
• Towers, desktops, and laptops: link here. 
• iPhones: link here.
  
• Vision Pro: link here.
• Spatial computing.
• Vision silicon: link here.
• Chips, semiconductor: link here.
• Ads: link here.
  
• Miscellaneous: link here. To include facilities, campuses, retail stores. Passkey.
  

Spatial computing: for now, "spatial computing" will be tracked at "Vision Pro" above.

• wiki;
• it's an incredibly short entry, but a lot is packed into that

Spatial computing was defined in 2003 by Simon Greenwold,[1] as "human interaction with a machine in which the machine retains and manipulates referents to real objects and spaces".

With the advent of consumer virtual reality, augmented reality, and mixed reality, companies such as Microsoft  and Magic Leap use "spatial computing" in reference to the practice of using physical actions (head and body movements, gestures, speech) as inputs for interactive digital media systems, with perceived 3D physical space as the canvas for video, audio, and haptic outputs. It is also tied to the concept of 'digital twins'.

Apple announced a spatial computing platform with the Vision Pro on 5 June 2023. It features several features such as Spatial Audio, two micro-OLED displays, the Apple R1 chip and eye tracking. It is planned to be released in 2024 in the United States

Why the Apple Watch exists: March 13, 2015. Link here.

Fast forward: why does Vision Pro exist? Why did "we" go to the moon? Two facts:

• Meta: the "metaverse"
• Google: spatial computing.

Maybe that's all one needs to know.

From March 9, 2015: 

Now:

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Spatial Computing

My hunch: there will be no less than four dozen companies -- some of which don't exist -- that will partner in some way with Apple's spatial computing division

• there will be many iterations of the Vision Pro
• short term it will be a drag on earning;
• impossible to imagine when Vision Pro moves the needle in a $3-trillion compaany
• the biggest problem: how does one value the spin-offs and the value of the brand?