VR Headsets - What's the Business Model?

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Mark Zuckerberg said in earnings last week that it was going to be a long time before they did contribute in a meaningful way to the business's profit. So is there some agreed upon or back channel on what will be the tipping point in terms of adoption, killer app, etc.? Yeah, I think it's a great question and I've been doing more reporting around AR and VR, but by no means an expert. But we're definitely seeing an upward trajectory from those figures at the same time,. It still remains pretty nascent and I do wonder what will be that deal breaker for users.

First, we speak with The Information’s Sylvia Varnham O’Regan about Meta's plan to double its VR headsets by 2024 (02:06), VR adoption (13:14), and more. We wrap by discussing the SEC’s Crypto Assets and Cyber Unit adding 20 new agents (39:52).

00:00 Jason and Molly tee up today’s show
02:06 Speaking with The Information’s Sylvia Varnham O’Regan on her article about Meta doubling its VR headsets by 2024
12:01 Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist
13:14 What will be the tipping point in adoption for Meta’s VR headsets?
22:10 Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST
23:25 What does the timeline look like for Meta’s VR headsets?
35:40 Meta’s Burlingame Oculus store
38:38 Embroker - Get an extra 10% off insurance for your business at https://Embroker.com/twist
39:52 The SEC’s Crypto Assets and Cyber Unit, formally known just as Cyber Unit, will be adding 20 new positions

Check out Sylvia's Reporting: https://www.theinformation.com/articles/meta-plots-ambitious-vr-release-schedule-of-four-headsets-by-2024

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