Just the displays and lenses will outweigh glasses considerably and there's nothing to strip back when you're down to display and lenses. Throw in a chassis and head strap and you're pretty far from glasses in weight and ergonomics.

Apple shelved the follow up v2 over a year ago and signaled very clearly it was refocusing its XR efforts toward AR glasses.

There hasn't been a new Vision Pro component order since the late 2023, early 2024 original orders that were capped (by SSS's display capacity) at 500k units worth, so Apple hasn't sold even that tiny amount yet.

It was Tim Cook's baby, his last shot at a product legacy, and the guy that just inherited Cooks role put even the lesser Vision Air on ice, the last goggles product that was still on Apple's roadmap.

So, it's not dead, but it's clearly on life support with no goggles of any kind remaining on the roadmap and Apple's attention fully moved to glasses and AI.

Also, it doesn't make the best virtual monitor anyway, as the display fidelity is about half-Retina, so all the pixels really stick out compared to every other display Apple's shipped in recent memory. A 1998 Powerbook has crisper text.

What could that 1,000 tonnes per year get your in terms of sell-able data center capacity, and how does that compare to terrestrial build-out time frames?

We don't have good public numbers, but that should be over $13B in revenue and about $2B of income over the last 12 months. Given the growth trend of that 5 years, that approx. $2B of income is likely to double by the end of this year.

Add to that the space launch business around Falcon 9, which had 40+ commercial launches that generated about $4B revenue and something close to $3B of income, and SpaceX was looking strong.

Again, SpaceX isn't what it was 6 months ago, before all the xAI fuckery, but the core business, Starlink and space launch, are doing well by themselves.

My guess is they could sell low double digit thousands per month, in which case selling out temporarily in some regions is an entirely meaningless measure hardly worth an article or even a tweet.

If a family car energy usage is 1x, then a light duty truck is about 1.5x, and a heavy duty truck doing hauling or towing is about 4x. A medium sized farm tractor would probably be 20x or more.

In that light, it's not hard to see how cars and light trucks could fare well with today's battery energy density, while heavy duty trucks are at the limits. For a tractor, it's not even close.

I do think we'll see smaller tractors going electric in about 10-15 years.