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TEXXR

Chronicles

The story behind the story

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Report details the development of Apple's MR headset as sources say Jony Ive remains involved as an external consultant and the device is not focused on gaming

MacRumors Joe Rossignol

Context & Ripple Effects

Apple's headset program had already been shaped by delays and internal resistance to an early VR concept, making product definition as important as launch timing. The report adds that Apple still has Jony Ive's outside input while steering the project away from a gaming-led identity.

Later coverage describes a 3D iOS-like interface with AR and VR modes and a shift from eyeglasses toward a ski-goggle form factor, placing this early positioning decision in the arc of a more general-purpose computing device.

First-order effects

  • Apple's headset team is immediately accountable for a use case broader than games, while Jony Ive retains influence over the product as an external consultant.
  • A gaming-first pitch loses priority for the initial device, concentrating Apple's early product narrative on mixed-reality interaction and computing experiences.

Second-order effects

  • Developers and content partners seeking to reach Apple’s headset audience face a product positioned around a broader interface rather than a console-style software proposition.
  • The later emphasis on AR and VR modes and a Mac external-display feature makes platform and productivity integrations more central to Apple's ecosystem pitch than game catalog depth alone.

Third-order effects

  • If Apple sustains this direction, mixed-reality competition will increasingly turn on whether headsets function as personal-computing interfaces rather than on gaming specialization alone.
  • Apple's progression from an early VR concept to a ski-goggle-like device suggests that industrial design and interface choices will determine which headset use cases can reach the market first.

The trend: Apple's headset effort reflects a broader shift in mixed reality from gaming-led VR products toward general-purpose spatial computing interfaces.

Discussion

  • @cixliv @cixliv on x
    XR companies are used to a hard investor market. XR will have its second big hype train since the Oculus acquisition in 2023. I'm calling it now. Investors sleeping on the space, will miss out if they don't take it serious now.
  • @cixliv @cixliv on x
    @HoloBeard This market will be completely blitzed by a Apple headset release. And all the other companies will have to quickly release their response.
  • @dennycloudhead @dennycloudhead on x
    If the “finger clip” has great haptics, it could cover some edge cases but...Hand tracking, even “great” hand tracking, remains a weirdly disconnected sensation. Good for utilitarian. Again, looking down your nose at “gaming” in the XR space seems like a HUGE blunder Apple. https…
  • @sadlyitsbradley Brad Lynch on x
    “Apple isn't developing game controllers for the device and is aiming to use hand tracking or in combination with a clothespin-like finger clip as inputs for the device, multiple people familiar with the project say.” Oh boy.
  • @scobleizer Robert Scoble on x
    @SadlyItsBradley Everyone forgets the iPhone. It'll be a pretty amazing controller for many uses. Now, a Call of Duty user will want better. Will have to wait to see if Apple does something for them, but it doesn't sound like it. Either way, Apple has a lot of patents on gloves e…
  • @darth @darth on x
    i sincerely hope apple releases two models of this headset one with and one without the added expense of the outward facing screen i just do not need that other screen i can not even see it when i am using this headset tim apple why do i have to pay more for it
  • @sadlyitsbradley Brad Lynch on x
    “Prior to 2019, [Apple's VR project group] had a freewheeling culture, operating almost like a startup within Apple” “Employees brainstormed features and experimented with ideas that might never see the light of day.” Sounds similar to another certain company I report on 🤣
  • @scobleizer Robert Scoble on x
    And, yes, if you really care about privacy this will be a tough pill to swallow. That said, once you see just how much better screens are inside this than in the real world many of you will give up these fears.
  • @neilcybart Neil Cybart on x
    Mixed reality will introduce the idea of sharing real-world experiences with others via a digital space. Examples include “attending” everything from live sports events and awards shows to theatrical plays from the comfort of one's home.
  • @neilcybart Neil Cybart on x
    There have been plenty of signs and clues pointing to Apple moving into mixed reality (sooner rather than later too). Everything from FaceTime SharePlay and Live Text in Photos to M&A and Apple continuing to go hard on Memoji. https://www.aboveavalon.com/ ... https://twitter.com/…
  • @cixliv @cixliv on x
    So what's changing? #1 Apple headset. It could bomb, it could be a small deal, it could do really well. All hypotheticals. What is not a hypothetical: Apple entering a market validates it, increases investment and acquisitions. The “Apple Effect”.
  • @julianward Julian Ward on x
    @CixLiv No controllers for Apple 🥽👎🏼
  • @cixliv @cixliv on x
    So first things first. Unlike blockchain, web, consoles, mobile, AI etc. The XR industry is hard gated by hardware improvements. I've tweeted about this before. https://twitter.com/... Basically without big hardware advances, XR stays a heavy brick with limited use-cases.
  • @cixliv @cixliv on x
    2023 is the next big hype year for XR. For the lazy TLDR: XR more than any other technology industry waits on hardware improvements. Hardware is slow and generally sits in R&D, until one big tech company releases a product. A thread on the why 2023 will be huge 👇
  • @cixliv @cixliv on x
    Then we have Sony coming with the PSVR2, Snapchat, Niantic, Magic Leap, Pico (now billions from Bytedance money), startups like Lynx, HTC, Varjo, and Valve waiting in the shadows. Unlike the last few years, we will have real market competition!
  • @cixliv @cixliv on x
    So what? Well this means everyone needs an answer. The only thing that scares @Meta is the feds, and Apple. Meta's response to this headset will be the “Cambria” potentially “Quest Pro” when it's released. This will basically be a less powerful version of the Apple headset.
  • @cixliv @cixliv on x
    Summary: 2023 will be big with so much new hardware. - Increase potential of horizontal startups. - Loosen tight policies of existing companies to be competitive. - Increase market size. - Increase chance of exits + investment. Startups will have a fighting chance. Go time!
  • @cixliv @cixliv on x
    @julianward well yes, Apple has never been a fan of controllers. Will likely have the best industry hand tracking tough, and probably work with some form of hand/wrist worn IMUs in the form of a watch (rumors are of a thimble)?
  • @nickwingfield Nick Wingfield on x
    Why Apple needs 14 cameras (14!) in its mixed-reality headset and other great insights into what Apple's secretive project has been up to for the past few years by @waynema in @theinformation https://www.theinformation.com/ ...
  • @gassee @gassee on x
    14 cameras? How can a project like this ever converge? How about an exponential explosion of bugs? Affordable? https://t.co/FvWk2uAj1R
  • @scobleizer Robert Scoble on x
    That is a lot of cameras. Now my expectations are even higher. Cameras will be aimed at weird places, like at your eyes and ears to make things sound way better and give us new user interfaces that are controlled by our eyes. Next year is gonna be wild! https://t.co/QslKXhhP4b
  • @_chuckyc Charlie Chapman on x
    “The initial version of Apple's headset is said to lack a focus on gaming” I'm so confused as to what Apple's narrative around this product will be. I'm struggling to imagine one of their classic ads showing how this product enhances your life https://twitter.com/...
  • @markdistef Mark Di Stefano on x
    The level of detail in @waynema's latest about the development of Apple's mixed-reality headset is truly immense. https://www.theinformation.com/ ...
  • @shortformernie Ernie Smith on x
    Lo and behold, Jony Ive screwed it up. https://www.theinformation.com/ ...
  • @alexqgb Alex Bowles on x
    “Two people said even after Ive left Apple, some employees on the headset project were still required to make the trek from Cupertino to San Francisco, where Ive has a home, to get his approval on changes.” https://twitter.com/...
  • @waynema Wayne Ma on x
    Lifelike avatars, multiple chips and ambivalence for gaming. Apple's decision to change direction in 2019 for its mixed-reality headset has had lasting repercussions on the project. Check out part 2 of my deep dive on its AR/VR team for @theinformation https://www.theinformation.…