First, I believe VR will be a major computing platform, as or more significant than the phone and PC were. Facebook should sell about 10 million Oculus Quests this year. The headset will continue to get smaller, lighter, higher res, more powerful, and with many more and better apps. This will drive exponential growth the same way it did with PCs an... See more

The Impending VR Moment

The iPhone didn’t happen in a vacuum. Apple needed to learn to make low-power devices with the iPod; flash memory needed to become viable at an accessible price point; Samsung needed to make a good enough processor; 3G networking needed to be rolled out; the iTunes Music Store needed to provide the foundation for the App Stor... See more

There are two facets to a metaverse experience. One is that it’s highly immersive. Your mind’s eye goes into the experience. It feels like you’re inside it. And there’s a tremendous amount in the press today about how we’ll make it more immersive with VR. But I would say that’s not gating the adoption of the metaverse. The second aspect of met... See more