. Featuring image generated via DALLE prompt: typical apple customer with a vision pro on a couch next to a typical facebook customer with an oculus headset on. above their heads in a shared/mixed reality world, they fight. Story written using the unofficial Axios Template The lead: Reality Labs, the VR subsidiary of Meta and makers of the Oculus headset, passed $1B in Q4 Revenue, . Zuck said, “I expect (Quest 3) to continue to be the most popular mixed reality device.” according to Meta’s earning call Why it matters: Meta paid when it had . That’s 87X yearly revenue. And now ten-ish years later, here it is as $4B+ yearly revenue business. Not only do these revenue numbers show that early adopters are ready and willing to pay for a premium mixed reality interface, but also once again shows it’s hard to bet against Zuckerberg.  He consistently guesses what market will grow, buys the emerging startup in that space, and throws them into the Facebook growth engine. $2-ish billion for Oculus / Reality Labs $23M in yearly revenue Flashback: : “How is this awkward marriage going to work? Maybe it won’t: Facebook moms and Millennial gamers are an uneasy mix.” CNN’s Brandon Griggs wrote Driving the news: The also came out this week, and I’m sure folks at Apple believe it will in fact become the most popular mixed reality device. Some of the best reviews are by , ,  and of course, . Will people wear these in public? To combat this isolated astronaut vibe, Meta teamed up with Ray Ban to also offer smart glasses - as the Vision Pro evolves, I think there could be versions that look more and more like sun glasses, or we as a society may just learn to accept our fate as a heavily goggled people. Apple Vision Pro MKBHD Casey by The Simpsons 8 years ago Reality check: At $4k each, will need to sell 1M units to reach the $4M in yearly revenue, Reality Labs 4th quarter revenue rate. In the first ten days, . And Apple’s already built the infrastructure of to distribute these devices about as fast as they can make them around the world, but am unsure how much that will matter in the future of hardware device sales. The mixed reality headset wars are on! Just think of how much money there is to be made on unique chargers! Apple they sold 200k units 520 premium physical stories The big picture: When it comes to these mixed reality headsets, what use cases will drive adoption? Meta’s steered into gaming, and now Apple’s steering into productivity. But both want to sell on this is just a cool fucking device with the earliest access to computing’s next interface. And no one truly knows what use case will drive market share until it does. What they’re saying: three paragraphs detailing a rough first experience and onboarding with the Apple Vision Pro  before concluding: “Just like I learned to type I think I’m going to need to learn to become fluent in this new interaction paradigm. I did have a before and after feeling, like the world had shifted, not unlike when you saw the first iPod or iPhone.” Ma.tt Mullenweg blogged Be smart: Screens are not essential to the internet. We’ve been raised on them, through them we interacted with the cloud of information. Maybe it’s not flat. Maybe it’s a goggle. Maybe it’s a Google. Maybe it’s an Apple. Maybe it’s this Meta. Are you reading this from your mixed reality headset? Probably not yet. Write your own Axios Style story [template].

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Headset Reality Wars: Meta @ $1B Quarterly VR Revenue & Apple Vision Pro Sells 200k Units in 10 Days

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