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

Vision Pro

The Vision Pro headset by Apple has sparked significant debate regarding its market potential and consumer appeal. Scott Galloway argues that despite Apple's track record of successful products, the Vision Pro might not follow suit due to its high price and limited practical use 1. He suggests that the headset's $3,499 price tag, combined with its likely rapid obsolescence, makes it a questionable investment for consumers 2.

I think this thing doesn't work. And 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 also expresses concern about the societal implications of such technology, fearing it may contribute to increased isolation rather than connection 2.

   

Future Ideas

Looking beyond AR/VR, Scott Galloway envisions more promising avenues for Apple's future, particularly in the automotive industry. He believes that Apple should focus on creating a car, leveraging its brand strength to disrupt the automotive market, much like Tesla did with its innovative approach 3. Galloway suggests that an Apple car could become a highly sought-after product, potentially creating the most valuable waiting list ever.

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

--- Scott Galloway

He argues that the automobile industry presents a significant opportunity for Apple to expand its influence and capitalize on its brand's reputation 3.