Comment by tolmasky
3 years ago
It takes very little for Bob Iger to say he will make Disney+ available on the Vision Pro. It takes very little to deliver a streaming platform to a new device in general, but even less for one that uses the same frameworks as one of your primary existing devices. Most of what they showed was just showing you Disney+ content on a floating screen. I highly doubt they have invested that much into any sort of experience that is only possible on the Vision Pro (hence limiting anything that came close to that as a generic vaporware "What if?" trailer at the end).
With respect to the CEO of that company, I mean, sure. But you kind of take that as a given. It's not like he's only been right, and certainly his leadership so far has been business oriented, vs. "wave of the future" oriented. A good example is how the AirPods ended up being an arguably bigger success than the Watch (and how that hasn't really been fully capitalized on). The good news is that the world's biggest company is precisely the kind of place that can afford to iterate on something like this in the public. So if the theory is that the "dream" of AR is only possible by getting stuff out there to iterate on, then they certainly now have a good shot.
Hey, that’s a great point. Mine was more along the lines that they probably did not go up there on mere assumptions about what users might want. They’re not kids, they’re professionals on the tail-end and apex point of their career. Probably had an army of people do the homework to make sure that they don’t end up looking like complete fools a few years down the line.
Hasn’t there also been some executive overlap on the board level of these companies for a long time?
I was just watching a Steve Jobs keynote from 1998 the other day. And you can see exactly the same strategies implemented there, only with profit margins at <$100m and an inverse David-Goliath relationships with delegates from industry partners.