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Sam Ang
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Sam Ang
2022-04-30
$Bakkt Holdings, Inc.(BKKT)$
LOL
Sam Ang
2022-05-23
$Bakkt Holdings, Inc.(BKKT)$
KLL
Sam Ang
2022-04-19
$Marqeta, Inc.(MQ)$
morning
Sam Ang
2022-04-24
$Bakkt Holdings, Inc.(BKKT)$
kkk
Sam Ang
2022-06-01
$Marqeta, Inc.(MQ)$
gg
Sam Ang
2022-04-29
$三倍做多半導體ETF-Direxion Daily(SOXL)$
kkk
Sam Ang
2022-04-08
$Marqeta, Inc.(MQ)$
GG
Sam Ang
2022-04-16
$Bakkt Holdings, Inc.(BKKT)$
LOL
Sam Ang
2022-04-05
$Bakkt Holdings, Inc.(BKKT)$
April
Sam Ang
2021-12-28
good
挖来Meta AR高管，难道苹果也要进军元宇宙？
Sam Ang
2022-06-11
$Marqeta, Inc.(MQ)$
k👎🏻
Sam Ang
2022-05-26
$Marqeta, Inc.(MQ)$
K.O
Sam Ang
2022-05-11
$三倍做多標普500ETF(UPRO)$
LoL
Sam Ang
2022-04-15
$Marqeta, Inc.(MQ)$
NG
Sam Ang
2022-04-12
$Bakkt Holdings, Inc.(BKKT)$
k
Sam Ang
2022-05-26
$貝殼(BEKE)$
Kok
Sam Ang
2022-04-16
$Bakkt Holdings, Inc.(BKKT)$
KK
Sam Ang
2022-04-13
$Marqeta, Inc.(MQ)$
mm
Sam Ang
2022-05-02
$標普500ETF(SPY)$
best
Sam Ang
2022-04-21
$Bakkt Holdings, Inc.(BKKT)$
mm
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3和M2芯片，往远了说有“折叠屏iPad”和所谓的“Apple Car”。这里我甚至大胆地预测一下，假设未来真的有“Apple Car”发布的这一天，发布之后的热度可能还没有发布之前偷跑时那么多。</p>\n<p>不过不同于Apple Car这种每年都只是拿出来说一说的产品，有这么一款产品在多年的沉淀后已经呼之欲出，甚至苹果还专门为它招兵买马，仿佛在不久的发布会上，我们就能看到这款“<a href=\"https://laohu8.com/S/AONE.U\">one</a> more thing”。没错，这里要说的就是网传已经成熟，马上就要发布的“苹果AR眼镜”。</p>\n<p>据报道，曾经在Meta负责AR(现实增强)项目宣传和公关工作的负责人Andrea Schubert近日已经加盟了苹果。而根据媒体猜想，苹果此次“挖人”很有可能是苹果对明年AR眼镜发布作出的提前准备。</p>\n<p><b>苹果在AR领域的布局</b></p>\n<p>苹果要推出AR眼镜这样的论调自2010年就开始盛行，自那时起，苹果便不断收购和VR、AR有关的技术和企业。考虑到苹果过去经常会投资或直接收购持有产品关键技术的企业，当时就有传言说苹果即将投身VR产业。但令人意外的是，在未来很长一段时间内，苹果在VR领域一直没有太大的动作。</p>\n<p><b>直到2018年，苹果在秋季手机发布会上花费大量时间演示苹果在AR方面的努力以及ARKit的表现，大家才意识到苹果的重心似乎从未放在VR上，AR才是苹果更看好的未来。恰逢2018年前后大量互联网企业开始在混合现实(MR)领域发力，关于苹果AR眼镜的传闻也越传越火。前段时间的一则人员调动，就再一次将苹果AR眼镜带到了讨论的中心。</b></p>\n<p>毕竟Oculus在VR和AR领域已经有着多年的研究和丰富的硬件成果，再加上背靠Meta所获得的海量用户数据，Oculus在VR领域的影响力甚至早已超越了曾经的VR龙头HTC，成为了事实上的VR行业风向标。</p>\n<p>再加上Meta决定以元宇宙作为企业未来发展目标，而VR、AR在元宇宙中有着广泛的运用，因此从Meta挖人对苹果来说理应是一步一举两得的好棋。</p>\n<p><b>新官上任三把火</b></p>\n<p>但在我看来，事情并不是这样的。</p>\n<p>苹果从Meta的AR组中挖人，自然是为了帮助苹果自己的AR产品。但问题是这次挖来的并不是硬件或软件方面的负责人，而是Meta AR组的对外沟通负责人，或者说PR团队负责人。这样的做法真的能帮助苹果改善AR产品的硬件或软件吗？</p>\n<p>从Meta挖来PR负责人，相信苹果更多地还是为了产品宣发和产品定位方面的考虑。<b>苹果在过去的数十年内有着极为丰富的“挖人”经验，所涉及的企业可以说是五花八门，从</b><b>百事</b><b>可乐到</b><b><a href=\"https://laohu8.com/S/HPQ\">惠普</a></b><b>，再到<a href=\"https://laohu8.com/S/BRBY.UK\">巴宝莉</a>，苹果统统来者不拒。从这个角度看，苹果从Oculus挖来AR硬件的公关负责人，还真不一定是为了解决苹果AR眼镜的技术问题。</b></p>\n<p>那么问题也来了，既然苹果挖人不一定奔着技术，那重金挖人究竟是为了什么呢？总不能是看上了Meta的企业氛围吧？如果我们回看这些高管加入苹果后苹果的改变，不难发现这些负责人对苹果的意义并不只停留在硬件层面。</p>\n<p><b>比如曾经的Burberry CEO 安吉拉·阿伦德茨(Angela Ahrendts)，在加入苹果后负责的就是零售和在线商店，也即是传说中苹果“最贵重的产品”——Apple Store。加入苹果后，安吉拉开启了Apple Store转型的进程，借助奢饰品领域的经验将Apple Store从曾经的苹果展厅改变为城市中心——一个公众可以随时走进店里，参与公开活动的场所。</b></p>\n<p>除此之外，供应链出身的库克在加入苹果之后发挥了自己的长处，将苹果对供应链的管控和话语权提升到前所未有的水平。从Nike挖来的苹果数字营销总监也为苹果开启了全新的线上数字营销模式，让苹果从科技数码硬件转型为带有人文气息的生活必备品。不要忘记也有人将Apple Watch早期“奢侈品化”的功绩归咎于那些从Burberry加盟苹果的高管们。由此可见，苹果从其他企业挖人，比起技术，更看重这些高管对产品定位、战略、甚至是品牌形象的影响。</p>\n<p>基于以上的观点，我们也可以从现有的Oculus产品中推测未来苹果AR眼镜的定位和策略。<b>首先，无论是从Oculus还是从苹果的角度看，作为品牌的第一款独立AR眼镜，苹果AR眼镜很有可能会师从Oculus Quest 2走大众路线，力求扩大自己的产品覆盖面，就像AirPods的策略一样让更多的用户选择自己的产品。</b></p>\n<p><b>其次，苹果的AR设备很可能会取代AirPods、Mac mini和iPad，成为吸引用户进入苹果生态的锚点。换句话说，苹果极有可能会像Oculus一样，以丰富的应用生态作为自己的核心竞争力。</b></p>\n<p><img src=\"https://static.tigerbbs.com/f850b62b1a1a736669ee83408bf79cb6\" tg-width=\"1080\" tg-height=\"395\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">在iPhone 8刚刚发布时，苹果就推出了自己的ARKit开发套件，并宣布“苹果有了世界上最大的AR平台——iPhone”。而未来的苹果AR眼镜，应该会延续苹果的ARKit，借助现有的生态基础完成AR眼镜的热启动，用iPhone带动AR眼镜，再用AR眼镜带动苹果内容生态。从而实现对AR硬件、AR软件和AR内容的完整控制。</p>\n<p>不过话又说回来，即使苹果从Meta挖人，但从现有的消息来看，我并不认为苹果的AR设备会成为苹果“元宇宙”的入口。或者这么说吧：我不认为苹果AR眼镜和元宇宙有什么直接关系。</p>\n<p><b>苹果“不做”元宇宙</b></p>\n<p>库克在此前的访谈中就一直对AR技术的未来有着极大的期待，并且直言AR设备将会是苹果下一个十年中的划时代产品，话里话外都有着让未来的AR设备取代iPhone的意思。</p>\n<p>想要取代iPhone并不是一个轻松的事情，首先是售价上必须尽可能地与iPhone等同，或是至少不能高于Pro系列的起售价，否则对于大多数用户来说都是一个无法轻松承受的价格。另外，未来AR设备必须更易于长时间携带且拥有更长的续航，否则依然会是一个昂贵的“玩具”而已。</p>\n<p>其次就是功能上需要能够对标iPhone，并且面对iPhone有着明显优势，这方面就需要看日后的苹果AR生态发展了。虽然在移动AR生态方面，苹果目前确实有着明显优势，但是大多集中在娱乐、教育等领域，在生产力、日常生活等领域的应用还很薄弱。</p>\n<p><b>也就是说，只要</b><b>电池</b><b>行业没有突如其来的技术突破，那在未来很长一段时间里，苹果AR眼镜都缺乏作为元宇宙入口的技术基础。平行宇宙入口的职责，也更有可能由iPhone或iPad担任。</b></p>\n<p>除此之外，苹果对元宇宙的看法也同样预示着AR眼镜不会成为苹果元宇宙的入口。<b>库克曾表示“认为苹果的AR设备并不等同于‘苹果元宇宙’，我们的初衷仅仅是打造一个‘AR设备’，而不是一个基于苹果生态衍生出来的‘元宇宙’”。对苹果来说，与其用AR技术把现实世界封闭起来，倒不如真正放大技术对人们的价值。</b></p>\n<p>当然了，在苹果真正发布AR眼镜之前，这一切都还是纸上谈兵。苹果AR眼镜有可能成为下一个AirPods改变大家对眼镜的认知，也可能成为下一个AirPower消失在历史长河之中。但可以预见的是，透过苹果AR眼镜中，我们能看到苹果对硬件的反思，以及苹果对未来的探索。</p>","source":"lsy1582507589608","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>挖来Meta AR高管，难道苹果也要进军元宇宙？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n挖来Meta AR高管，难道苹果也要进军元宇宙？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 09:26 北京时间 <a href=https://mp.weixin.qq.com/s/MVQx1S93iKDe-odpmw91Zw><strong>雷科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“被曝光”的才是最吸引人的产品，相信有关注过苹果硬件消息的朋友们都明白这样的道理。往近了说有苹果“即将发布”的iPhone SE 3和M2芯片，往远了说有“折叠屏iPad”和所谓的“Apple Car”。这里我甚至大胆地预测一下，假设未来真的有“Apple Car”发布的这一天，发布之后的热度可能还没有发布之前偷跑时那么多。\n不过不同于Apple Car这种每年都只是拿出来说一说的产品，有这么一款...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/MVQx1S93iKDe-odpmw91Zw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0e9c6038c922a501076310ac125cdbb5","relate_stocks":{"BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","BK4553":"喜马拉雅资本持仓","AAPL":"苹果","BK4507":"流媒体概念","BK4170":"电脑硬件、储存设备及电脑周边","BK4505":"高瓴资本持仓","BK4501":"段永平概念"},"source_url":"https://mp.weixin.qq.com/s/MVQx1S93iKDe-odpmw91Zw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194200488","content_text":"“被曝光”的才是最吸引人的产品，相信有关注过苹果硬件消息的朋友们都明白这样的道理。往近了说有苹果“即将发布”的iPhone SE 3和M2芯片，往远了说有“折叠屏iPad”和所谓的“Apple Car”。这里我甚至大胆地预测一下，假设未来真的有“Apple Car”发布的这一天，发布之后的热度可能还没有发布之前偷跑时那么多。\n不过不同于Apple Car这种每年都只是拿出来说一说的产品，有这么一款产品在多年的沉淀后已经呼之欲出，甚至苹果还专门为它招兵买马，仿佛在不久的发布会上，我们就能看到这款“one more thing”。没错，这里要说的就是网传已经成熟，马上就要发布的“苹果AR眼镜”。\n据报道，曾经在Meta负责AR(现实增强)项目宣传和公关工作的负责人Andrea Schubert近日已经加盟了苹果。而根据媒体猜想，苹果此次“挖人”很有可能是苹果对明年AR眼镜发布作出的提前准备。\n苹果在AR领域的布局\n苹果要推出AR眼镜这样的论调自2010年就开始盛行，自那时起，苹果便不断收购和VR、AR有关的技术和企业。考虑到苹果过去经常会投资或直接收购持有产品关键技术的企业，当时就有传言说苹果即将投身VR产业。但令人意外的是，在未来很长一段时间内，苹果在VR领域一直没有太大的动作。\n直到2018年，苹果在秋季手机发布会上花费大量时间演示苹果在AR方面的努力以及ARKit的表现，大家才意识到苹果的重心似乎从未放在VR上，AR才是苹果更看好的未来。恰逢2018年前后大量互联网企业开始在混合现实(MR)领域发力，关于苹果AR眼镜的传闻也越传越火。前段时间的一则人员调动，就再一次将苹果AR眼镜带到了讨论的中心。\n毕竟Oculus在VR和AR领域已经有着多年的研究和丰富的硬件成果，再加上背靠Meta所获得的海量用户数据，Oculus在VR领域的影响力甚至早已超越了曾经的VR龙头HTC，成为了事实上的VR行业风向标。\n再加上Meta决定以元宇宙作为企业未来发展目标，而VR、AR在元宇宙中有着广泛的运用，因此从Meta挖人对苹果来说理应是一步一举两得的好棋。\n新官上任三把火\n但在我看来，事情并不是这样的。\n苹果从Meta的AR组中挖人，自然是为了帮助苹果自己的AR产品。但问题是这次挖来的并不是硬件或软件方面的负责人，而是Meta AR组的对外沟通负责人，或者说PR团队负责人。这样的做法真的能帮助苹果改善AR产品的硬件或软件吗？\n从Meta挖来PR负责人，相信苹果更多地还是为了产品宣发和产品定位方面的考虑。苹果在过去的数十年内有着极为丰富的“挖人”经验，所涉及的企业可以说是五花八门，从百事可乐到惠普，再到巴宝莉，苹果统统来者不拒。从这个角度看，苹果从Oculus挖来AR硬件的公关负责人，还真不一定是为了解决苹果AR眼镜的技术问题。\n那么问题也来了，既然苹果挖人不一定奔着技术，那重金挖人究竟是为了什么呢？总不能是看上了Meta的企业氛围吧？如果我们回看这些高管加入苹果后苹果的改变，不难发现这些负责人对苹果的意义并不只停留在硬件层面。\n比如曾经的Burberry CEO 安吉拉·阿伦德茨(Angela Ahrendts)，在加入苹果后负责的就是零售和在线商店，也即是传说中苹果“最贵重的产品”——Apple Store。加入苹果后，安吉拉开启了Apple Store转型的进程，借助奢饰品领域的经验将Apple Store从曾经的苹果展厅改变为城市中心——一个公众可以随时走进店里，参与公开活动的场所。\n除此之外，供应链出身的库克在加入苹果之后发挥了自己的长处，将苹果对供应链的管控和话语权提升到前所未有的水平。从Nike挖来的苹果数字营销总监也为苹果开启了全新的线上数字营销模式，让苹果从科技数码硬件转型为带有人文气息的生活必备品。不要忘记也有人将Apple Watch早期“奢侈品化”的功绩归咎于那些从Burberry加盟苹果的高管们。由此可见，苹果从其他企业挖人，比起技术，更看重这些高管对产品定位、战略、甚至是品牌形象的影响。\n基于以上的观点，我们也可以从现有的Oculus产品中推测未来苹果AR眼镜的定位和策略。首先，无论是从Oculus还是从苹果的角度看，作为品牌的第一款独立AR眼镜，苹果AR眼镜很有可能会师从Oculus Quest 2走大众路线，力求扩大自己的产品覆盖面，就像AirPods的策略一样让更多的用户选择自己的产品。\n其次，苹果的AR设备很可能会取代AirPods、Mac mini和iPad，成为吸引用户进入苹果生态的锚点。换句话说，苹果极有可能会像Oculus一样，以丰富的应用生态作为自己的核心竞争力。\n在iPhone 8刚刚发布时，苹果就推出了自己的ARKit开发套件，并宣布“苹果有了世界上最大的AR平台——iPhone”。而未来的苹果AR眼镜，应该会延续苹果的ARKit，借助现有的生态基础完成AR眼镜的热启动，用iPhone带动AR眼镜，再用AR眼镜带动苹果内容生态。从而实现对AR硬件、AR软件和AR内容的完整控制。\n不过话又说回来，即使苹果从Meta挖人，但从现有的消息来看，我并不认为苹果的AR设备会成为苹果“元宇宙”的入口。或者这么说吧：我不认为苹果AR眼镜和元宇宙有什么直接关系。\n苹果“不做”元宇宙\n库克在此前的访谈中就一直对AR技术的未来有着极大的期待，并且直言AR设备将会是苹果下一个十年中的划时代产品，话里话外都有着让未来的AR设备取代iPhone的意思。\n想要取代iPhone并不是一个轻松的事情，首先是售价上必须尽可能地与iPhone等同，或是至少不能高于Pro系列的起售价，否则对于大多数用户来说都是一个无法轻松承受的价格。另外，未来AR设备必须更易于长时间携带且拥有更长的续航，否则依然会是一个昂贵的“玩具”而已。\n其次就是功能上需要能够对标iPhone，并且面对iPhone有着明显优势，这方面就需要看日后的苹果AR生态发展了。虽然在移动AR生态方面，苹果目前确实有着明显优势，但是大多集中在娱乐、教育等领域，在生产力、日常生活等领域的应用还很薄弱。\n也就是说，只要电池行业没有突如其来的技术突破，那在未来很长一段时间里，苹果AR眼镜都缺乏作为元宇宙入口的技术基础。平行宇宙入口的职责，也更有可能由iPhone或iPad担任。\n除此之外，苹果对元宇宙的看法也同样预示着AR眼镜不会成为苹果元宇宙的入口。库克曾表示“认为苹果的AR设备并不等同于‘苹果元宇宙’，我们的初衷仅仅是打造一个‘AR设备’，而不是一个基于苹果生态衍生出来的‘元宇宙’”。对苹果来说，与其用AR技术把现实世界封闭起来，倒不如真正放大技术对人们的价值。\n当然了，在苹果真正发布AR眼镜之前，这一切都还是纸上谈兵。苹果AR眼镜有可能成为下一个AirPods改变大家对眼镜的认知，也可能成为下一个AirPower消失在历史长河之中。但可以预见的是，透过苹果AR眼镜中，我们能看到苹果对硬件的反思，以及苹果对未来的探索。","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9056912343,"gmtCreate":1654920361983,"gmtModify":1676535535186,"author":{"id":"4095237511427410","authorId":"4095237511427410","name":"Sam 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