With Meta, Meta sold about 20 million of its headsets. With Vision Pro, it looks like it incorporates mixed reality and virtual reality kind of into one experience. I think ultimately the form factor needs to come down for it to come. The size needs to be reduced. It needs to be a bit more seamless and a little bit more tolerable for longer periods of time.
Immersive technology is more than goggles. Jason Moser and Matt Frankel discuss:
- Apple’s bet on spatial computing - A major interface problem for headset adoption - Meta’s VR subscription service - Less obvious companies that could benefit from a boom in immersive tech
Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, ATVI, CDNS, AMT, AXON
Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl
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