David Drinkwater on FT: Apple has sharply cut Vision Pro production and promotion - '45000*$3500 (rounding error) = $175,000,000 That $175 million, y’all. That’ll pay for a lot of research and development work, and that’s only one fiscal quarter of anticipated sales! Even if the current headset and it’s older/younger brother are only research projects to develop a new world device concept, that’s a pretty good commercial return to boost further “research” efforts.'
on AppleInsider calls BS on the FT's Apple Vision Pro sales numbers - '“ My take: I wonder about Hilliard’s (unsourced) 1 million active users. That’s twice as many users as units sold.” It was reported that Apple sold 450k units in 2024. If they sold 45k in December 2025, he’s probably assuming that Apple sold about the same number in 2025 as in 2024, maybe slightly more. 900k-950k total for 2 years would be around 1M'
on FT: Apple has sharply cut Vision Pro production and promotion - '@Rodney According to the AppleInsider article Apple moved production to Vietnam, they didn’t cease production. Lazy reporting.'
on The trillions spent on new computing infrastructure suddenly makes sense to me - 'I thought protein folding was doubling over the ham slices in my sandwich.'
on FT: Apple has sharply cut Vision Pro production and promotion - 'Tommo says I told ya so… lol! Nothing to see here folks!'
on Markets are closed. Enjoy the day off. - 'David: Our good friend Mike Wilson at Morgan Stanley is forecasting 7,800 for the S&P 500 by the end of this year. That’s a nearly 14% gain from yesterday’s closing level of 6,845.50. I’m optimistic 2026 will be a strong year for the economy, for corporate profit growth and consequently share price appreciation. May 2026 be a year of peace and prosperity for everyone in the Apple 3.0 community.'
on Apple 3.0 New Year's eve predictions and purchases - 'Woot has had a large number of Google Folds for less than $600 for the past week. Seems like they’re not hot sellers, even at that price.'
on FT: Apple has sharply cut Vision Pro production and promotion - 'My Final Cut Pro workflow is tremendously enhanced when I use my MBP with my AVP set as an ultrawide display. The length of my video stretched out beyond my left & right temples, and the virtual display’s tall depth, so I can have windows for my Suno Music Ai window (for custom music) and Photos window (image/recording content), in my dining room without having to buy more displays is fantastic! Soon to be replaced next week with my new Mac Mini M4 Pro (waiting for me to pick up at the San Antonio Store) that I will use with my new iPad Pro and also my AVP for its display. I am thinking of staying with this v1.0 AVP a few more years until a new Pro model, but several generations forward, comes out. I see no need to buy more or upgrade to newer monitor’s beyond the displays that I already have as long as I have an AVP.'
on FT: Apple has sharply cut Vision Pro production and promotion - 'Those moves are a sign of muted consumer demand It’s also a sign, if true, that Apple is entering heavy testing of a less expensive follow on device that can be mass produced (unlike the original Vision Pro, which I find more probable. The Apple Vision Pro was an announced, in production, device. Apple would announce it being discontinued. It most certainly would not allow it to die a quiet death.'
on FT: Apple has sharply cut Vision Pro production and promotion - '“Apple has scaled back manufacturing and marketing efforts around its Vision Pro headset, as the $4tn tech giant suffers a rare failure to draw consumers to a new device.” **Yes, I’m absolutely certain that Apple expected to sell many MILLIONS of a brand new, incredibly innovative device…but one which costs $3,500. /s “The company’s Chinese manufacturing partner Luxshare halted production of its “spatial computing” device at the start of last year, according to the market research group International Data Corporation, having shipped 390,000 units in 2024 during the Vision Pro’s launch.” Apple has also reduced digital advertising spending for the headset by more than 95 per cent in the year to date in markets including the US and UK, according to market intelligence group Sensor Tower. Those moves are a sign of muted consumer demand for a device that was seen as a big test of Apple’s ability to continue to innovate and find growth beyond the iPhone, which accounts for about half of total revenues. **Really…that was the big test? Innovate and find growth beyond the iPhone with a $3,500.00 device? The Silicon Valley group has not revealed sales figures for Vision Pro , which starts at $3,499. But IDC expects Apple to ship just 45,000 new units of the Vision Pro in the last quarter of 2025 during the crucial Christmas sales period. This compares to millions of iPhones, iPads and MacBooks sold each quarter. “We can say the cost, form factor and the lack of VisionOS native apps are the reasons why the Vision Pro never sold broadly,” said Morgan Stanley analyst Erik Woodring. **Since my wife and I didn’t depend on the International Data Corporation, Sensor Tower, The Silicon Valley Group, IDC *or*, for that matter, Morgan Stanley analyst Erik Woodring when we made our original investment decision in 2000…I expect we’ll stay 100% invested in AAPL. 🙂'
on Markets are closed. Enjoy the day off. - 'I made it through this year largely due to good, honest and realistic online communities like this, and to my family. I truly hope 2026 finds us all doing better than any previous year.'
on Markets are closed. Enjoy the day off. - 'Happy New Year everybody! May all your resolutions be successful.'
on Markets are closed. Enjoy the day off. - 'What a year it’s been, and how grateful I am for Apple 3.0! Thank you, PED, for building this island of rational discourse, and thank you, PED and folks, for helping maintain it through yet another year. May it serve us all equally as well through the years ahead!'
on Markets are closed. Enjoy the day off. - 'And strength to these people: “We fight so our children won’t have to.” Ukrainian commander Maj. Oleg Shyriaiev.'
