All-In with Chamath, Jason, Sacks & Friedberg E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis
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Feb 9, 2024 The conversation kicks off with a comedic take on acquiring the elusive Apple Vision Pro. A deep dive into the competitive landscape reveals the stark contrasts between Meta's recovery and Snap's struggles. The revival of the cloud computing market offers a glimmer of hope for investors. Meanwhile, a split emerges among VCs on how to tackle AI investments. The discussion wraps up by tackling the ongoing challenges in the commercial real estate sector, highlighting the stark divide between over-saturated office spaces and an acute housing shortage.
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iPad in Agriculture
- David Friedberg recounts using iPads with his sales team selling to farmers.
- The iPads, equipped with 3G, enabled closing sales in the field, a game-changer in agriculture.
AR's Potential
- Apple Vision Pro's augmented reality (AR) is a game-changer, offering a comfortable and connected experience.
- It has potential for 10x productivity gains in various work settings, like Friedberg's greenhouse facility.
Immersive Tech and Society
- Chamath Palihapitiya links immersive technology use with negative societal trends in young people.
- He suggests that focusing on human connection might be a better path than pursuing productivity gains through technology.