EduInvesting | 15 May 2025
Apple has done it again. They’ve released a device that looks like a ski goggle, costs more than most people’s bikes, and yet… sold out in minutes. Welcome to the era of Apple Vision Pro, a headset that’s part VR, part AR, and fully capable of emptying your bank account.
But here’s the trillion-dollar question:
Is this just another overpriced Apple toy, or the future of computing?
🧠 What Is Vision Pro, Really?
Imagine an iPad, AirPods, MacBook, and your therapist — all fused into a goggle that wraps around your face and your wallet. That’s Vision Pro.
- 4K micro-OLED displays per eye
- Eye-tracking, hand gesture navigation
- Spatial videos (relive your baby’s first steps in 3D)
- macOS mirroring — your Mac floats in the air like Tony Stark’s desktop
- Costs $3499+tax = approx ₹3 lakh in India (if/when it ever launches here)
📦 Who Is Buying This?
Here’s a list of people buying it:
- YouTubers for unboxing clout
- VC bros who want to look productive in 3D
- iPhone loyalists who buy Apple products like they’re paying EMIs for religion
- Developers creating apps so they can sell them back to #1
📉 But Is It Selling?
- Yes — initial stock sold out in the U.S.
- No — not mass adoption yet; more like luxury experimentation
- Analysts say Apple sold 200,000–250,000 units in the first quarter
That’s ₹7,500 crore in revenue for a product nobody asked for.
Just Tim Cook things.™
🧩 Is This the Next iPhone Moment?
Let’s be honest — the first iPhone wasn’t a huge hit either.
| Product | Year 1 Sales | Future Status |
|---|---|---|
| iPhone (2007) | 1.4 million | World domination |
| iPad (2010) | 7.5 million | Still relevant-ish |
| Apple Watch | 4 million | Health king |
| Vision Pro | ~250K est. | TBD (But flex-friendly) |
Bottom line: Apple doesn’t care about Year 1 sales.
They care about owning your face in the long term.
🔋 But… What’s Wrong With It?
Let’s list a few:
- Battery life: 2 hours. You can watch one Bollywood movie (but not K3G).
- Weight: Your nose will file a harassment case
- Use case: Too premium for gamers, too awkward for Zoom calls
- Price: Could buy 1 iPhone + 1 Mac + 1 kidney (used)
🧠 Apple’s Masterplan?
This is not about Vision Pro alone.
It’s about laying groundwork for:
- Vision Air — a cheaper, lighter version in 2026-27
- App Store for Spatial Computing — Apple wants a cut of the AR economy
- Control of the Metaverse (without using that Z-word)
This is Apple’s slow, calculated entry into post-iPhone computing.
📈 What Does This Mean for Investors?
Apple stock has been flat lately. But analysts are torn:
| Analyst Take | Prediction |
|---|---|
| Morgan Stanley | Vision Pro is “iPhone moment 2.0” |
| Goldman Sachs | “Too expensive for adoption” |
| Us at EduInvesting | “It’s ₹3 lakh for an iPhone on your face” |
Yet Apple’s fundamentals remain 🔥:
- Q2 2025 Revenue: $114.9 billion
- Net Income: $29.5 billion
- Services (App Store, etc.): $23.9 billion — growing fast
So Vision Pro is not supposed to be profitable today.
It’s a Trojan Horse for future app sales, ads, and services.
📢 Final Verdict: Is It Worth It?
For Consumers:
Not unless you’re rich, lonely, and tired of 2D life.
For Developers:
Yes. Early movers can dominate spatial app categories.
For Investors:
If Apple cracks the cheaper “Vision Air,” you’ll regret ignoring it.
For Everyone Else:
Wait till Apple launches the ₹79,999 “Vision SE” in India — with one lens and 40 minutes of battery life.
🪙 Bonus EduPick: Apple’s Slow-Mo Dominance
Apple is not trying to win with specs or price. They’re playing the ecosystem game — and Vision Pro is their ticket to owning your eyes like they already own your thumb.
