From Gurman’s Power On column, mailed Sunday to Bloomberg Technology subscribers:
Q: Do you think Apple retail stores will still unionize despite the company’s pushback?
A: I think unionization will absolutely happen, but likely on a store-by-store basis. I’d imagine that this situation will follow the Starbucks or Amazon approach. A few stores will unionize over time, but we won’t see a large-scale Apple retail union across the entire country.
Q: Do you think Apple’s first mixed-reality headset will be a market success?
A: I personally don’t think Apple’s first headset will be a blockbuster if the price is $2,000 to $3,000. As costs come down over time, however, I think it will become a hot seller. Regardless, Apple knows the real money and potential success is in the AR-only glasses. The company won’t be able to get to those without the mixed-reality headset debuting first. So I don’t think Apple is looking at this headset launch as anything more than an investment in its future.
My take: The smart goggles Gurman says Apple has go through to get to smart glasses are like bicycle training wheels for the mind. Hard to see a clear path to success.