The fitness use case is a red herring and a software problem. Instilling motivation in people to do things they know are good but don't want to isn't traditionally a money-maker. You're building a better shame-er: how's Peloton doing these days? https://finance.yahoo.com/quote/PTON/financials?p=PTON (and that is "fundamentally different"!)
The iPhone as initially released isn't the iPhone brand success we see today, looking back: that's the iPhone + iTunes + App Store.
Which explains why similarly featured hardware didn't experience iPhone success.
That combination was fundamentally different, because it allowed you to easily do the 3 things most people wanted to on their phones (browse the web, listen to music, get a specific app).
At the time, 2008, there was no competition for that.
It would be until ~2010 that Android even launched rough (very rough) parity: HTC Nexus One/Samsung Galaxy S + Google Music + Android Marketplace
Two. Years.
Like, Peloton is an exercise bike. A cool one! A great brand and experience! But it’s an exercise bike.
And it’s somehow more “fundamentally different” than this device that is trying to materialize sci fi?
I guess I just don’t get it
But if even it's having trouble financially, fitness isn't a great category to win with technology. Branding and advertising, absolutely! (Nike?) But not tech.
The Apple Vision Pro is an impressive improvement. But I'm skeptical its at that tipping point. Making the tech work in a pair of regularly sized glasses, that don't need plugged in or a heavy battery, yet has similar functionality, would push it much closer to reality. No regular person is strapping one of these on to interact with the world as is. IMHO its current stage is: a very impressive toy. Which is totally fine -- with what's at stake and Apple's market position and cash, it makes total sense to try and be the leader here, until it materializes into the next thing or fizzles out. Either position is likely acceptable to Apple.
For what it’s worth, the fitness use case is 0 to 1 because a million people are saying “I didn’t exercise; now I do; Oculus is why”
No fitness > fitness is 0 to 1
In what way was the iPhone “fundamentally different,” by your definition? Its functionality all existed in a blackberry / mp3 player. It was just “some percent better” at everything - especially interaction - that unlocked all the apps we have today, no?