Luckey argues analysts misunderstand the Vision Pro's strategy. At $3,500, it's not a mass-market product. Its goal is to make VR highly desirable and aspirational. By solving the "want" problem first, Apple primes the market for future, lower-cost versions, avoiding the trap of making a cheap product nobody wants.
Unlike traditional product management that relies on existing user data, building next-generation AI products often lacks historical data. In this ambiguous environment, the ability to craft a compelling narrative becomes more critical for gaining buy-in and momentum than purely data-driven analysis.
As AI makes it easy to generate 'good enough' software, a functional product is no longer a moat. The new advantage is creating an experience so delightful that users prefer it over a custom-built alternative. This makes design the primary driver of value, setting premium software apart from the infinitely generated.
Don't just collect feedback from all users equally. Identify and listen closely to the few "visionary users" who intuitively grasp what's next. Their detailed feedback can serve as a powerful validation and even a blueprint for your long-term product strategy.
True differentiation comes from "deep delight," where emotional needs are addressed within the core functional solution. This is distinct from "surface delight" like animations or confetti, which are nice but fail to build the strong emotional connections that drive loyalty.
Product teams often fear showing prototypes because strong customer demand creates pressure. This mindset is flawed. Having customers eager to buy an unbuilt feature is a high-quality signal that validates your roadmap and is the best problem a product manager can have.
Enterprise leaders aren't motivated by solving small, specific problems. Founders succeed by "vision casting"—selling a future state or opportunity that gives the buyer a competitive edge ("alpha"). This excites them enough to champion a deal internally.
AI companies operate under the assumption that LLM prices will trend towards zero. This strategic bet means they intentionally de-prioritize heavy investment in cost optimization today, focusing instead on capturing the market and building features, confident that future, cheaper models will solve their margin problems for them.
The Browser Company found that Arc, while loved by tech enthusiasts for its many new features, created a "novelty tax." This cognitive overhead for learning a new interface made mass-market users hesitant to switch, a key lesson that informed the simplicity of their next product, Dia.
Successful AI products follow a three-stage evolution. Version 1.0 attracts 'AI tourists' who play with the tool. Version 2.0 serves early adopters who provide crucial feedback. Only version 3.0 is ready to target the mass market, which hates change and requires a truly polished, valuable product.
Offering a unique color like orange for the latest iPhone Pro is a deliberate marketing strategy. With 40% of new sales being the signature color, it creates a conspicuous and easily identifiable signal that a user owns the newest, most expensive device. This visible status symbol encourages social proof and drives upgrade cycles.