Stratechery AI, Hardware, and Virtual Reality
Sep 28, 2023
Discover how AI, hardware, and virtual reality are reshaping the Technology, Media, and Telecom sectors. Explore the updated Meta Smart Glasses that integrate AI for hands-free interaction and enhance daily usability. Learn about the collaborative efforts among industry leaders to create innovative AI hardware devices, pushing the boundaries of user experience. This dialogue also highlights the synergy between AI and virtual reality, suggesting a future where both technologies elevate one another beyond current possibilities.
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TMT Sector and Virtual Reality
- Technology, Media, and Telecoms share high upfront costs and near-perfect scalability.
- They differ in their experience: Media shifts time, Telecoms shifts place, and software enables interactivity, all constrained by human factors.
AI's Removal of Human Constraint
- AI removes the human constraint in media, interactive experiences, and communication.
- AI's continuous creation capability makes costs practically zero relative to human labor.
Voice Chat with ChatGPT
- Ben Thompson found OpenAI's voice chat profound.
- Talking removed the human constraint of typing, facilitating deeper philosophical discussions.