Prepare for Apple Stock's WWDC23 Explosion | VR Headset Demands
FULL TRANSCRIPT
uh today is also apple day so it'll be
fascinating to see and five hours apple
day begins uh apple day is expected to
announce their VR uh headset they're
they're dived into virtual reality
apparently it's expected to have a
detached battery pack and something that
you can wear here and cable into it or
maybe Bluetooth into it I'm not sure I
think the cable tethering well no
because if it's a detached battery pack
it's got to be cabled in so you cable it
in where did you put in your pocket or
something potentially and uh
yeah it's been three thousand bucks I
guess on some sort of VR slash AR tool
the one thing I'm excited about is this
idea that you could potentially uh look
at
or use it in such a way where the
augmented reality actually is something
that you could basically turn on and off
uh and this I think is very interesting
because much like the uh watch you know
how it has maybe you don't I don't know
if you'll be able to see yeah see the
little scrolly wheel right right here it
went out of focus like right when I
touched it anyway there's a little
scrolly wheel there it is this little
scrolling wheel imagine if you scroll it
you're like in VR and then you scroll it
the other way and you're an AR augmented
reality that'd be kind of cool I
actually think that's a pretty brilliant
idea where you know for me the future of
These reality headsets at least for the
next 10 years is uh augmented reality
you know is this is this going to be a
tool that I could put on and be more
productive in my workplace if I could be
more productive in my workplace with
this headset
it's going to be a business tool and
then all of a sudden as soon as you call
something a business tool remember what
that means
it means people can write it off so just
because it's three thousand dollars
doesn't matter if you can write it off
it's actually only like 1500 to 1800
bucks now you're talking about like iPad
Pro level with a case of of spending
iPad Pro with spec with a case and a pen
is like almost two grand it's crazy but
anyway
uh now now it potentially knocks on the
door of a little bit more reasonableness
if it could have function for for
business if for example it can make you
more productive while you like
personally an idea of like my my dream
for this headset
would be that I could put it in my
pocket the pocket thing is really
important because I want to be able like
there's one thing in my life that really
I haven't figured out how to optimize
yet and because I haven't figured out
how to optimize it yet I just don't
really do it and that's go to the gym
and what's frustrating is and I know I
have like problems everybody's got
problems but this is what I mean don't
make fun of me okay
I get anxiety when I go to the gym
because I'm like
like you go do a bench press and you're
like come on man I could be researching
right now what is this and I try to
listen to other stuff
but the others the others options that
there are aren't that great and you
listen to like the the mainstream TV
it's the same thing on Loop all day long
if uh you know you you I I don't know I
maybe I just haven't found the right
podcasters I I don't know
but it's been frustrating
so for me I end up not listening to
anything or I try to listen to to the TV
and it's terrible uh so then I I resort
to music but usually I like listening to
music when I'm actually doing something
productive like researching or
bookkeeping or whatever so workout time
is terrible for me I don't know why it
just drives me nuts so
if this is a headset where maybe there'd
be a way to like work while you're
working out that's where I think the
opportunity is how can you let people
work
while they're doing other things now
here's another extreme example and I'm
going to say extreme here because I
don't want people to be like oh that's
not safe Kevin but imagine you could
while you're driving be wearing this
headset and it's augmented reality right
and you could just have like a Siri
conversation with it over like your
messages or something because it's like
beaming it in front of you I don't know
probably wouldn't be safe but I have no
idea maybe there's a way to make that
safe but the point is this can't be like
another a quest like The Meta Quest or
whatever where basically you put the
sucker on in your living room and its
purpose is for you to use while you're
at home look while I'm at home
I got Xbox I got PlayStation we got DDR
we got rust on the computer we got Age
of Empires on the computer I can do
research I got TV I could also go
outside and stop playing video games and
go card or cyber quad or Nerf gun or
whatever
I think this could be a game changer of
a tool if it could fill in these odd
times when maybe you're commuting on a
bus or you know the car one's probably a
little risky but we'll see or or even
like your I don't know on a plane or or
just places where like it's hard to be
productive and it's somehow fake it like
has figured out Apple's figured out how
to make you productive in a new way and
if you could sell it to an audience
under the guise of productivity
Apple wins my take so so we'll see what
happens Joanna Stern did a piece on it
today uh let's see what what her take
was the release event is in five hours
it's at 10 A.M and uh Joanna Stern's
piece on it speculates on the following
she thinks it'll cost and usually the
wsj gets a good heads up on these things
because that Apple uses it to kind of
like
preview Market reactions Wall Street
Journal believes it'll be about three
thousand dollars many capabilities which
could include a FaceTime like
communication app but see that's not
good enough like honestly
I can't even remember the last time I
used FaceTime I think when FaceTime I
actually I remember when FaceTime came
out okay this this shows you how much of
a like an apple nerd I feel like I am
but when the iPhone I want to say was
the iPhone 4 came out so it went I found
one iPhone 3G iPhone 4 the iPhone 4 had
FaceTime but guess what when we got our
phones Lauren and I were in Santa Monica
we get our phones
and we're like oh let's try FaceTiming
each other this is so cool then you try
to do it it's like can't FaceTime over
3G connect to Wi-Fi and it's like what's
the point so anyway uh that was our
first sort of intro to FaceTime uh
obviously now today you can FaceTime
anywhere but but who actually facetimes
anyone I mean family maybe I suppose I
like FaceTime audio that's great because
I have really bad service where I am
FaceTime audio is fantastic because when
I see blue text I just FaceTime audio
people but anyway
uh let's go back to Joanna Stern's piece
here but by announcing the launch at its
developer conference uh oh a developer
conference if you're traveling to the
developer conference you're going to be
around all the Apple crazy fans make
sure you also have that life insurance
you can get in as little as five minutes
by going back kevin.com life uh that's
the wrong button or by going to uh the
link to us down below uh Met kevin.com
Life sign up for life insurance in
lizilla's five minutes all right it's
clear paid promotion it's clear that
apple is hopping uh hoping rather
third-party developers will figure out
new and interesting uses for the device
I don't know if that's such a great idea
but we'll see virtual reality developers
are hoping Apple will reignite interest
in the category that has been slowing
down all right I don't know while the
new headset is likely to steal most of
the attention the company is planning a
Refresh on various Hardware platforms uh
maybe iPhone iPad I mean the iPhone's
usually its own event in September so
probably not iPhone but maybe we'll see
some news about the iPad and the watch
and the Mac Apple's new iPhone operating
system iOS 17 will include a number of
new health features great that's it
that's all they have on the headset now
the new hardware headset tools for
Developers
the applications which may run a gamut
from games to workplace apps are
critical to the company strategy
fantastic uh sales dropped of the meta
unlikely to be available right away mass
production isn't expected until the fall
lame
uh first year estimates expected to be
200 to 300 000. I or 300 200 to 300 000
units that's a lot more than 200 300 000
I don't know we'll see uh I I'll put it
this way I'm optimistic but I remain
skeptical that it's going to be
something actually functional if they
find something functional though uh that
the the stock will perform very very
well and I'm confident of that if they
find something functional but if there's
not something functional that actually
convinces a business use case here I'm
not very optimistic on uh this this
apple headset I there's a risk of it
just being another meta uh where where
you know they're spending billions of
dollars on reality labs and it's just
not going anywhere now who knows maybe
that'll end up being a great investment
10 years from now and we'll get ready
player one world uh in IRL but uh we
shall see now I want you to know this
when it comes to AI time is what's going
to make you money and if you can prove
that value to an employer you'll always
be able to be employed so this is
another way of making sure that you
don't get replaced but
foreign
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