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It'll soon be worthless. VR is not a moat and it's unlikely Zuckerberg will manage to convince people that putting on a VR headset and hanging out in a virtual
by flowtheorist 5y ago
It'll soon be worthless. VR is not a moat and it's unlikely Zuckerberg will manage to convince people that putting on a VR headset and hanging out in a virtual space is going to be preferable to hanging out in real life. I'm surprised there wasn't a bigger selloff. At some point the US government will also start tightening data sharing requirements and at that point their ad targeting will be essentially be non-functional.
- neximo64 5y agoIf they have a bigger selloff count me in as a buyer since if they pay a dividend i'll be very quickly getting my money back.
- flowtheorist 5y agoTheir next earnings report is going to be even worse and the one after that even worse than that and so on. They're in a death spiral.