A lot of tech companies have a similar problem. How many people bought a Peloton during COVID? And now it's a coat rack. They're having trouble keeping them engaged. So not only would this be a more recurring revenue stream and things like that, but it would help solve the problem of keeping people engaged. The gaming is obviously one of the larger market opportunities that there for investors to, to be digging into.
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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