Netflix will not be missed. Vision Pro is designed to be more present and do stuff in the real world. Killer app category could be learning, like having help in the form of visual cues when looking at a piano, or trying to cook, or trying to DIY at home. There is a huge 0 to 1 barrier when trying new things today.

Is it though? None of their demos really show that.

I think it’ll come. Meta Ray-Bans had visuals on how to play a classic Mozart song a few months ago.

Investing @ Steel DAO | VP @ Graph Paper Capital & Mindfulness Capital | Scout @ LongHash Ventures & Alliance DAO. https://nf.td/st100

I totally understand, and hence the partnership with Ray-Bans.

Meta is a social network masquerading as a hardware co. They have no clue what they're doing.