Dream with me.... Imagine launching Final Cut Pro and from within the video editor being able to toggle preview in different simulated theaters (IMAX, various screen sizes, 3D, etc..). Imagine working in Logic Pro and being able to virtualize a massive mixer console in front of you? Or being able to perform virtual mic placement on speaker cabinets, virtual drum kits, etc...? Imagine the 2D user interfaces we've come to know vastly improved on fully leveraging 3D spatial rendering ability to greatly boost productivity
There's been plenty of indication the above ^ is actually what Apple has been focusing on for their first iteration XR device. Going back many years ago, looking at their job postings, etc... It's speculation, but I firmly believe the above is what we're going to see delivered.... I bolded greatly boost productivity because I believe that is entirely the aim. If the above is what Apple is positioned to deliver, then it's a game changer. It's a game changer because it means if you use one of the (presumably handful) of XR apps this new Apple headset is going to boost productivity on and that app is critical to your job, you're going to either go buy this $2k headset and embrace it or your colleagues who do embrace are going to become a lot more productive than you are. At that point dropping $2k for the device isn't a option, it's required to remain at performance level needed to compete in your field.
If you're shaking your head saying "that's not what's going to happen". Maybe not, but I do believe Apple is aiming for this and if I'm right, then Apple's headset will be revolutionary.
Meta/Oculus's headset coming in Oct "Cambria" will do a lot of the same things, but Meta/Oculus has no first-party software like Logic Pro or Final Cut, they have no respect in the market of industrial software. They have to partner with companies like Adobe, Pro Tools, etc.. to deliver something comparable. There is no coherent ecosystem there for Meta to own, Apple already has this. Apple has partnerships with so many creative tool vendors. They have incredible leverage and are in a great position to not only make money off their XR hardware, but boost interest in their ecosystem as a whole. Definitively, we can say that if Apple goes in the direction above focusing on productivity Meta can not compete. Meta has tried to build a ecosystem, but has failed. Their phone product got scraped before coming to market, Portal is being sunset, their watch project canceled. The Rayban Smart glasses have been struggling, they have no successful products outside of VR headsets to even build an ecosystem with.
Comments from Meta/Oculus fans are entertaining. Their heads are firmly in the VR/gaming space. They are thinking of how Apple has no support for STEAM, how Apple would need to port all the hit VR titles to their platform, etc... If Apple were aiming to compete heavy in the gaming VR space, these thoughts would be accurate. But if Apple releases a $2k headset, you have to be pretty shallow to think that's just going to come to market to give Apple's customers Apple VR Arcade access. Rest easy, for Apple, XR related gaming will probably continue to remain a sidebar thing. I don't see Apple taking the gaming market any time soon. But if they get productivity XR right and innovate in that space, Meta's Cambria won't really be able to complete with the Apple headset either. Even if the hardware spec and features similar, it's going to be all about what the software does with those features that defines the product.