This chapter explores Mark Zuckerberg's focus on efficiency, Meta's investments in augmented reality and virtual reality, and the competition between Meta and Apple in the smart glasses market. It discusses the potential benefits and concerns of Meta's heavy spending on AR and VR, as well as the track records of Meta and Apple in device development. The chapter concludes with insights into Meta's partnership with Raybans parent and the market potential for smart glasses.
(00:21) Asit Sharma and Deidre Woollard discuss: - Why this quarter has been so good for ad revenue and if that might change. - How Meta’s spending on virtual reality could pay off. - If Apple or Meta will triumph in the great headset race.
(21:40) Tim Beyers talks with author and New York University professor Melissa Schilling about traits shared by the world’s greatest innovators.
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Companies discussed: META, AAPL, NVDA, SNOW, TSLA, AMZN
Host: Deidre Woollard Guests: Asit Sharma, Melissa Schilling, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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