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VR isn't going anywhere. It's a category that's been tried over-and-over for 35+ years. It's AI, enterprise software like Workplace, and possibly AR. $50B on Ca
by 1letterunixname 4y ago
VR isn't going anywhere. It's a category that's been tried over-and-over for 35+ years. It's AI, enterprise software like Workplace, and possibly AR. $50B on CapEx in the next 2 years, mostly buying GPUs. If you want to make money, buy NVDA and META now. Oculus could also become the next Nintendo Switch. They have a lot of money and a lot of degrees of motion to pivot on. Betting against piles of smart people who can make things would be foolish. Even if there isn't an immediately novel and wildly-popular use-case for their particular AI foundation, it's possible to lease AI-as-a-service like AWS with that amount of hardware.