Prof G Markets: Apple’s Headset, Sequoia’s Big Breakup, and Hypocrisy at the PGA Tour

Vision Pro

Scott Galloway critiques Apple's Vision Pro headset, questioning its market potential and technological relevance. Despite Apple's history of successful product launches, he predicts the Vision Pro will struggle due to its high price and limited appeal. He argues that the headset's $3,499 price tag positions it in a precarious market segment, where rapid technological obsolescence is a significant risk.

I think this thing doesn't work. And I just as like, can we all admit that crypto, outside of a couple things, was mostly a levered Ponzi scheme can. At some point, we just admit that people don't want to put shit on their head.

--- Scott Galloway

Galloway suggests that consumers are unlikely to embrace a product that doesn't offer enduring value, comparing its cost to leasing a car 1 2.

   

Automobile Entry

Galloway speculates on Apple's potential entry into the automobile market, suggesting it could be a more lucrative venture than the Vision Pro. He believes Apple could disrupt the automotive industry, particularly Tesla, by leveraging its brand strength and innovative capabilities. The automobile sector, he argues, offers significant growth potential for Apple, unlike the limited impact of the Vision Pro on Apple's revenue.

Three things. A car, a car and a car. I just think ThAt Tesla has opened up. Tesla has taken a low margin, manufacturing based business to a high margin, software based business. And that all spells apple.

--- Scott Galloway

Galloway envisions a scenario where Apple could generate substantial sales and redefine the self-expressive nature of cars, making them the ultimate personal statement 3 4.