Michael Horn argues Apple's Vision Pro locks users into proprietary systems, but predicts the market will eventually shift toward cheaper, modular alternatives as more apps arrive. The closed approach makes sense now, but openness will likely win long-term.
Apple is at least predictable. They love proprietary interdependent systems, and true to form with the Apple Vision Pro, they've started with a very closed interdependent solution. Which makes sense, right? There are not applications out there right now that are ready made for this format. And so really wrapping their hands around the Apple TV experience make it very service oriented. Probably what's required initially, in line with the theory of interdependence modularity, to make this immersive VR AR experience good enough. And we can predict with almost certainty that in the future it will become more modular and more open. And you'll see entrants come in from the lower end that frankly cost less and are more affordable, allow for more customization. That's a much more open modular ecosystem in the long run. No doubt about it.
