"The problems Orion highlights with the Vision Pro are not about Apple’s execution, but about the entire set of tradeoffs the company made with their headset; the way to fix the problems exposed is not to execute better or innovate more, but to completely rework the entire project."

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Ms. Khan sat down at a table in her office — fittingly decorated with the board game Anti-Monopoly, a trustbuster take on the classic version — to discuss her transformational tenure and the road ahead.

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"Narrowing of the gap between the two groups (Base vs. Pro) over the last week as well as steady lead times for the Pro models are highlighting the likelihood that the initial slower momentum in demand for the Pro models is correcting itself with the release of Apple Intelligence drawing closer." — Analyst Samik Chatterjee

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