Apple's Risking and Meta's Prospering.
The VR market is hyped and the true winner will be Zuckerberg's Meta.
⏰ TLDR:
Apple’s MR Movement
👓 Meta’s Oculus
🌌 Moving Towards The Metaverse
🤖 (Paid Subscribers) AI shocked us — What should you do about VR?
Apple’s MR (Mixed Reality) Market Movement.
You’ve read about it in the news — Apple is launching its VR headsets (or “Spatial Computing” headset). Like any Apple product, you either love or hate it.
People already started complaining about headaches and the headset’s weight.
Others said it’s the best device they’ve tried in a very long time.
But that’s what I call the pre-launch storm. Give it 6-12 months before you assess anything about how good this product is.
Nevertheless, this market boost will give another player a major boost – Zuck’s Meta.
👓 Meta’s Oculus.
My imagination of how the average consumer does this is as follows:
Let me check the Vision Pro.
Wow.
Wait, what? $3500?
Is there anything cheaper?
Is Meta’s Oculus actually the best VR headset in the market?
Is it only priced at $1k?
So I started digging, and whenever people get psyched about the Vision Pro, Oculus gets a minor boost as well.

I don’t want to say that Zuckerberg was right. But Apple is facilitating a move towards the metaverse, which is what Meta gambled on.
🌌 Moving Towards The Metaverse
Meta lost around $760 billion of market cap when they rebranded. But in time, they started laying off employees and focusing on their business. This resulted in a market gain of almost the same amount.
The storm has passed for them; now it’s time for them to prosper. But that’s the game of the big leagues. Let’s talk about you and me.
PS. I wrote a longer Medium article digging into the Apple/Meta situation.
🤖 (Paid Subscribers) AI shocked us — What should you do about VR?
If you went back in time before GPT was released, what would you have done? Okay, now let’s talk about mixed reality.
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