Neil Cybart 10/3/24 Neil Cybart 10/3/24

A Few Thoughts on Apple Vision Pro Passthrough, Google Has Juno Pulled From App Store, Microsoft Discontinues HoloLens 2

Hello everyone. Some follow-up to our Apple/OpenAI discussion from Monday. The Financial Times is reporting OpenAI asked companies investing in its latest capital raise to not back rival companies. If true, that could have played a role in Apple backing out of an OpenAI investment. It is not necessarily in Apple’s interest to see OpenAI exceed or excel while OpenAI competitors struggle. Apple Intelligence can benefit from integrating various third-party multimodal models.

Shifting to today’s update, there will be an Apple Vision Pro / headset theme to the discussion. We discuss why consensus is rushing to judgment by claiming that AR glasses with optically transparent projection is the way forward in spatial computing. The discussion then turns to Google going after the popular Juno app for Apple Vision Pro. We conclude with my thoughts on HoloLens 2 being discontinued.

Let’s jump in.

An Above Avalon membership is required to continue reading this update. Members can read the full update here. (Members: Daily Updates are accessible via the archive. If you haven’t logged into the archive before, fill out this form to receive an invite.)

Above Avalon Membership

Choose either a monthly or annual membership. Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and membership status at any time. Contact me with any questions.

Subscribe $20/month

Subscribe $200/year

Contact me directly if you would like to purchase multiple subscriptions (five or more) for your team or company.

An audio version of the newsletter is available to members who have the podcast add-on attached to their membership. More information about the podcast add-on is found here. Special Inside Orchard bundle pricing is available for Above Avalon members. Additional membership customization is available via the Financial Models add-ons.