Virtual reality should be reserved for virtual reality, not too d and maybe augmented reality in some way. If you put aside fortnight, which is alvosly huge, it's basically still a pipe dream. We now have oculists, and i talked about this on the pod last week. You have a very small of users on those devices. I find that real gamers want to play fortnight on a pc or on a console, and then casual users want to play casual games on their eyepads. It's just kind of like a science fiction term. Oculist would certainly be considered one.
First, Jason breaks down Facebook's Q3 earnings, including: growing revenue and profits, slowing user growth, AR investment and its new reporting structure (2:00). He also covers Facebook's potential rebrand as a metaverse-focused company and its declining usage amongst US teens and young adults. (11:35) Then, Italic's Jeremy Cai joins the show to discuss his innovative new e-commerce concept, ruffling feathers with incumbents, supply chain insights, and more! (25:58)