Apple is Joining the Metaverse
WWDC Live Now
Apple is on the brink of unveiling its maiden venture into mixed reality, with the highly anticipated launch of its first augmented reality headset.
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Let's delve into why we believe Apple's entrance into this realm is significant.
Over the past two decades, Apple has transformed new smart devices, which initially struggled to find mainstream acceptance, by revolutionizing the user experience and redefining the medium entirely.
Apple took the cumbersome smartphone with micro keyboards (remember the Blackberry?) and catalyzed its transition into mainstream use with an innovative, buttonless touchscreen.
Apple took Microsoft's underwhelming tablet concept and replaced the stylus with intuitive finger controls.
Apple successfully propelled smartwatches and wireless Bluetooth headphones into the mainstream.
Today, I believe Apple will initiate a pivotal step to usher VR into mainstream adoption. Whether they drastically improve the form factor, making it lighter, smaller, and more stylish, or they enhance the user experience by, say, eliminating controllers in favor of pure hand tracking, I am confident that Apple may redefine the AR/VR medium forever today.
There's plenty to be thrilled about. Similarly, I fully anticipate the initial sales numbers to be modest, mirroring the trend seen during most of their early launches. The first version proves the medium's potential, while the second catapults it into the mainstream.
If you want to follow along for live commentary during WWDC, keep an eye on my twitter: @felixohartmann
Next week we’ll be back with sharing with you our full recap from our Frontier Summit in New York. You can catch the first recordings here: Opening Keynote, Meta, Neurable. Equally I will be sharing my latest crypto thesis for 2023, expanding on ‘A New North’ shared with you here last December.
See you in the metaverse,
Felix Hartmann, Managing Partner
Disclaimers:
This is not an offering. This is not financial advice. Always do your own research.
Our discussion may include predictions, estimates or other information that might be considered forward-looking. While these forward-looking statements represent our current judgment on what the future holds, they are subject to risks and uncertainties that could cause actual results to differ materially. You are cautioned not to place undue reliance on these forward-looking statements, which reflect our opinions only as of the date of this presentation. Please keep in mind that we are not obligating ourselves to revise or publicly release the results of any revision to these forward-looking statements in light of new information or future events.