I feel there’s always such a thing as paying too much, and Meta has a bit of a moat problem because I don’t think much stops somebody like Google from making a

I feel there’s always such a thing as paying too much, and Meta has a bit of a moat problem because I don’t think much stops somebody like Google from making a direct competitor to Quest. Still I think people REALLY underestimate this space. First gaming has an outrageous TAM and VR games are GOOD. Second AR has an even bigger market, and I’ve realized that it’s not just about giving us all a HUD to walk around with, it’s also going to about having an AI assistant get information in the environment around us with a camera.