Altman Solon is the largest global strategy consulting firm exclusively working in the TMT sectors.
Rohit Kulkarni, Managing Director and Senior Research Analyst at ROTH Capital Partners, hosted a conversation with Director Kevin Wang. Leveraging insights on the AR/VR headset market, Kevin and Rohit discuss investment opportunities and emerging use cases in generative AI, including:
- Apple's new $3,000 AR/VR device puts it into the "Ultra Premium" category. Apple didn't expect it to be mass-adopted, but the device indeed introduced many key technological advancements, such as eye tracking and display tech.
- These advancements will meet the demand for gen AI capabilities, semiconductor chips, and software applications across key use cases such as collaboration, healthcare, and manufacturing.
- While the Apple Vision Pro will maintain a very closed value chain, it can generate investor interest in key adjacent industries, such as semiconductor manufacturing, gen AI hardware, and software start-ups.
Listen to the conversation: