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Prepare for Apple Stock's WWDC23 Explosion | VR Headset Demands

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0:00

uh today is also apple day so it'll be

0:03

fascinating to see and five hours apple

0:06

day begins uh apple day is expected to

0:10

announce their VR uh headset they're

0:14

they're dived into virtual reality

0:16

apparently it's expected to have a

0:18

detached battery pack and something that

0:20

you can wear here and cable into it or

0:23

maybe Bluetooth into it I'm not sure I

0:25

think the cable tethering well no

0:27

because if it's a detached battery pack

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it's got to be cabled in so you cable it

0:31

in where did you put in your pocket or

0:33

something potentially and uh

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yeah it's been three thousand bucks I

0:38

guess on some sort of VR slash AR tool

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the one thing I'm excited about is this

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idea that you could potentially uh look

0:48

at

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or use it in such a way where the

0:52

augmented reality actually is something

0:55

that you could basically turn on and off

0:57

uh and this I think is very interesting

1:00

because much like the uh watch you know

1:03

how it has maybe you don't I don't know

1:05

if you'll be able to see yeah see the

1:07

little scrolly wheel right right here it

1:11

went out of focus like right when I

1:12

touched it anyway there's a little

1:14

scrolly wheel there it is this little

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scrolling wheel imagine if you scroll it

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you're like in VR and then you scroll it

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the other way and you're an AR augmented

1:22

reality that'd be kind of cool I

1:25

actually think that's a pretty brilliant

1:26

idea where you know for me the future of

1:30

These reality headsets at least for the

1:32

next 10 years is uh augmented reality

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you know is this is this going to be a

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tool that I could put on and be more

1:40

productive in my workplace if I could be

1:43

more productive in my workplace with

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this headset

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it's going to be a business tool and

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then all of a sudden as soon as you call

1:53

something a business tool remember what

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that means

1:55

it means people can write it off so just

1:58

because it's three thousand dollars

2:00

doesn't matter if you can write it off

2:03

it's actually only like 1500 to 1800

2:07

bucks now you're talking about like iPad

2:09

Pro level with a case of of spending

2:12

iPad Pro with spec with a case and a pen

2:15

is like almost two grand it's crazy but

2:17

anyway

2:18

uh now now it potentially knocks on the

2:20

door of a little bit more reasonableness

2:22

if it could have function for for

2:24

business if for example it can make you

2:27

more productive while you like

2:29

personally an idea of like my my dream

2:33

for this headset

2:37

would be that I could put it in my

2:39

pocket the pocket thing is really

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important because I want to be able like

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there's one thing in my life that really

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I haven't figured out how to optimize

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yet and because I haven't figured out

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how to optimize it yet I just don't

2:53

really do it and that's go to the gym

2:56

and what's frustrating is and I know I

3:00

have like problems everybody's got

3:01

problems but this is what I mean don't

3:04

make fun of me okay

3:08

I get anxiety when I go to the gym

3:10

because I'm like

3:12

like you go do a bench press and you're

3:14

like come on man I could be researching

3:17

right now what is this and I try to

3:19

listen to other stuff

3:21

but the others the others options that

3:24

there are aren't that great and you

3:27

listen to like the the mainstream TV

3:30

it's the same thing on Loop all day long

3:32

if uh you know you you I I don't know I

3:35

maybe I just haven't found the right

3:36

podcasters I I don't know

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but it's been frustrating

3:40

so for me I end up not listening to

3:42

anything or I try to listen to to the TV

3:46

and it's terrible uh so then I I resort

3:49

to music but usually I like listening to

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music when I'm actually doing something

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productive like researching or

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bookkeeping or whatever so workout time

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is terrible for me I don't know why it

4:00

just drives me nuts so

4:04

if this is a headset where maybe there'd

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be a way to like work while you're

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working out that's where I think the

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opportunity is how can you let people

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work

4:16

while they're doing other things now

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here's another extreme example and I'm

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going to say extreme here because I

4:22

don't want people to be like oh that's

4:23

not safe Kevin but imagine you could

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while you're driving be wearing this

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headset and it's augmented reality right

4:32

and you could just have like a Siri

4:35

conversation with it over like your

4:37

messages or something because it's like

4:38

beaming it in front of you I don't know

4:40

probably wouldn't be safe but I have no

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idea maybe there's a way to make that

4:44

safe but the point is this can't be like

4:48

another a quest like The Meta Quest or

4:51

whatever where basically you put the

4:52

sucker on in your living room and its

4:56

purpose is for you to use while you're

4:58

at home look while I'm at home

5:01

I got Xbox I got PlayStation we got DDR

5:04

we got rust on the computer we got Age

5:07

of Empires on the computer I can do

5:09

research I got TV I could also go

5:11

outside and stop playing video games and

5:13

go card or cyber quad or Nerf gun or

5:15

whatever

5:16

I think this could be a game changer of

5:19

a tool if it could fill in these odd

5:22

times when maybe you're commuting on a

5:24

bus or you know the car one's probably a

5:27

little risky but we'll see or or even

5:29

like your I don't know on a plane or or

5:31

just places where like it's hard to be

5:34

productive and it's somehow fake it like

5:36

has figured out Apple's figured out how

5:38

to make you productive in a new way and

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if you could sell it to an audience

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under the guise of productivity

5:46

Apple wins my take so so we'll see what

5:50

happens Joanna Stern did a piece on it

5:52

today uh let's see what what her take

5:54

was the release event is in five hours

5:58

it's at 10 A.M and uh Joanna Stern's

6:02

piece on it speculates on the following

6:05

she thinks it'll cost and usually the

6:08

wsj gets a good heads up on these things

6:10

because that Apple uses it to kind of

6:12

like

6:13

preview Market reactions Wall Street

6:16

Journal believes it'll be about three

6:18

thousand dollars many capabilities which

6:20

could include a FaceTime like

6:22

communication app but see that's not

6:23

good enough like honestly

6:25

I can't even remember the last time I

6:27

used FaceTime I think when FaceTime I

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actually I remember when FaceTime came

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out okay this this shows you how much of

6:35

a like an apple nerd I feel like I am

6:39

but when the iPhone I want to say was

6:41

the iPhone 4 came out so it went I found

6:45

one iPhone 3G iPhone 4 the iPhone 4 had

6:49

FaceTime but guess what when we got our

6:52

phones Lauren and I were in Santa Monica

6:54

we get our phones

6:56

and we're like oh let's try FaceTiming

6:59

each other this is so cool then you try

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to do it it's like can't FaceTime over

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3G connect to Wi-Fi and it's like what's

7:07

the point so anyway uh that was our

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first sort of intro to FaceTime uh

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obviously now today you can FaceTime

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anywhere but but who actually facetimes

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anyone I mean family maybe I suppose I

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like FaceTime audio that's great because

7:21

I have really bad service where I am

7:23

FaceTime audio is fantastic because when

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I see blue text I just FaceTime audio

7:28

people but anyway

7:30

uh let's go back to Joanna Stern's piece

7:32

here but by announcing the launch at its

7:34

developer conference uh oh a developer

7:37

conference if you're traveling to the

7:38

developer conference you're going to be

7:39

around all the Apple crazy fans make

7:42

sure you also have that life insurance

7:43

you can get in as little as five minutes

7:45

by going back kevin.com life uh that's

7:47

the wrong button or by going to uh the

7:50

link to us down below uh Met kevin.com

7:52

Life sign up for life insurance in

7:54

lizilla's five minutes all right it's

7:56

clear paid promotion it's clear that

7:58

apple is hopping uh hoping rather

8:00

third-party developers will figure out

8:02

new and interesting uses for the device

8:04

I don't know if that's such a great idea

8:07

but we'll see virtual reality developers

8:09

are hoping Apple will reignite interest

8:11

in the category that has been slowing

8:13

down all right I don't know while the

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new headset is likely to steal most of

8:18

the attention the company is planning a

8:19

Refresh on various Hardware platforms uh

8:22

maybe iPhone iPad I mean the iPhone's

8:24

usually its own event in September so

8:26

probably not iPhone but maybe we'll see

8:28

some news about the iPad and the watch

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and the Mac Apple's new iPhone operating

8:32

system iOS 17 will include a number of

8:34

new health features great that's it

8:36

that's all they have on the headset now

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the new hardware headset tools for

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Developers

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the applications which may run a gamut

8:45

from games to workplace apps are

8:46

critical to the company strategy

8:48

fantastic uh sales dropped of the meta

8:51

unlikely to be available right away mass

8:54

production isn't expected until the fall

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lame

8:58

uh first year estimates expected to be

9:01

200 to 300 000. I or 300 200 to 300 000

9:05

units that's a lot more than 200 300 000

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I don't know we'll see uh I I'll put it

9:11

this way I'm optimistic but I remain

9:15

skeptical that it's going to be

9:16

something actually functional if they

9:18

find something functional though uh that

9:21

the the stock will perform very very

9:23

well and I'm confident of that if they

9:26

find something functional but if there's

9:28

not something functional that actually

9:29

convinces a business use case here I'm

9:32

not very optimistic on uh this this

9:34

apple headset I there's a risk of it

9:36

just being another meta uh where where

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you know they're spending billions of

9:41

dollars on reality labs and it's just

9:43

not going anywhere now who knows maybe

9:44

that'll end up being a great investment

9:46

10 years from now and we'll get ready

9:48

player one world uh in IRL but uh we

9:52

shall see now I want you to know this

9:54

when it comes to AI time is what's going

9:57

to make you money and if you can prove

10:00

that value to an employer you'll always

10:03

be able to be employed so this is

10:05

another way of making sure that you

10:07

don't get replaced but

10:12

foreign

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