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Podcast Discussion Highlights:
- Apple: Discussed their reported slowdown in headset development, focusing on a shift toward lighter AR technology, similar to Meta’s Ray-Ban glasses.
- Tesla: Reported 497,099 vehicle deliveries in Q3 2025, a 7.4% increase from the previous year, but noted potential declines due to the expiration of a $7,500 tax credit.
- Market Observations: Analysts predict a challenging environment for electric vehicles, with rising costs and the end of consumer incentives contributing to a potential softening in demand.
The discussion, recorded on October 3, 2025, reflects concerns over Apple’s pivot away from its Vision Pro headset and the implications for its market position amidst changing consumer preferences. Meanwhile, Tesla’s delivery figures suggest strong performance, although elevated interest rates and the end of tax incentives may hinder future sales growth.
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