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- Vision Pro production set to launch in Feb., production running at full speed for weeks
Vision Pro production set to launch in Feb., production running at full speed for weeks
Bay Area Times
December 21, 2023
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Top stories today:
- Vision Pro production likely to launch in Feb.
- Anthropic in talks to raise $0.75B at $18.4B
- Waymo self-driving led to 78% fewer reported injuries
- Sony PS5 sales +65% YoY to 22.5B in 2023
- Global IPOs at $532B YTD in 2023
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 close (4 PM ET / 1 PM PT).
All times are ET.
1. Vision Pro production likely to launch in Feb., production running at full speed for weeks
Timeline change possible with “last-minute production hiccups or other snags,” according to Bloomberg's Mark Gurman, who on Monday had estimated late Jan. to Feb.
Device requires custom fitting in-store.
Apple already plans a cheaper model said to be more comfortable.
2. Anthropic in talks to raise $0.75B at $18.4B, vs. reported $20B - $30B in prior convertible notes
Google invested $2B and Amazon up to $4B in Oct. and Sep. 2023, both using convertible notes.
Our view: it is likely rational that Anthropic is valued at 21% of OpenAI's market cap, although we believe that Google (Deepmind) has the greatest potential of overtaking OpenAI's lead, especially with Gemini 2 and its video output capabilities, which are likely to leverage Google's unrivaled YouTube database.
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