VR

“In China, I fully believe that virtual reality will take off at a tremendous pace because people are getting access and exposure to these headsets in ways that we are not seeing here in the United States.”

“I don't want to say this arrogantly, but to be honest, what we're doing right now is the first true really good use case for virtual reality.”

“I think VR is actually about to come back.”

“There's going to be a really interesting period, though, where people are sort of constructing that language which took you decades in the case of film.”

“You can basically replace business travel.”

“I think with virtual reality, it's something that you can't do a poor job with, because you've got a screen close to your face, it's really easy to get motion sick, and really small problems in the experience can really destroy it for users.”

“Once you kind of hit over that threshold, suddenly it goes from like this kind of gadget into this feeling of presence, which is like you're actually transported to some other place.”

“So what so in five years, I think we were all believers, this is going to be a pervasive widespread technology.”

“Once you can have record the faces confirmations, and then transmit that then yes, then it does replace business meetings or replaces, in fact, all kinds of meetings.”

“In using VR lately, I've come to believe that games like shooters are actually going to be far too intense because it's like being there.”

“You sort of go out, you plant a flag, you say, I'm building virtual reality, and then all of these people, interesting people who have been thinking about the problem for years, never had a home, all kind of came together, right? And you sort of ended up with …”

“I think people underestimate the size of the, for example, the Steam PC gaming community. And those are the obvious early adopters for VR.”

“And I think that we're probably, and actually we're going to move to this point where one device is going to be able to handle both, whether that's fully contained VR Or switch, you know, on some continuum to an AR overlay.”

“My sort of framework for it is VR will be more about play, because it's a fully, you know, it's a fully invented world, whether, I personally think it'll be less, I think games will be big, but I think it'll be a lot of like what's happening with the Hollywood…”

“So what I don't think we're going to see in the early years are very big. We're not going to see Destiny done for VR. We're not going to see EA buy-in at a hundred million dollar level.”

“VR is going to be, well, is first to market already. I mean, with the Samsung Gear VR that came out in December, we have a consumer product for sale. That is a big, that's a big leap, leap to make. And then certainly I think that more of the technical problems…”

“VR is the peace dividend of the smartphone wars. Not that it's peace, but, you know, it's the dividend of the smartphone wars is all these components.”

“They will be able to project the basketball game into VR in a way where it's gonna be like you're sitting right there at the side, on the side of the court.”

“The idea behind behind VR and also AR, which we'll get to in a second, is that it really eliminates that, that final reason that you actually would ever have to go to a store.”

“Being courtside at a basketball game is one kind of prosaic example of that. I mean, you're basically removing the scarcity of courtside seats. You are transitioning that scarcity from the world of atoms and, you know, it's now, you know, zero marginal cost, w…”

“It's worth mentioning that most VR isn't done using either three 60 or light field. It's done in the same ways games are made using three D modeling and rendering like the same techniques people use to do special effects in movies.”

“Our thesis is that VR is not just going to be for gaming. It's going to be, it's a, you know, it's like the next platform.”

“I'm one believer, and I know that there are others who think that, you know, social is not just something that's a nice to have in VR, but for many application domains, a core and fundamental capability that is going to be built into everything.”

“Seeing something on screen, you know, sticks in your mind more than reading it on a book seeing it in VR even more so.”

“For VR and education, I think that it's fairly obvious that both history and science education should just be in VR. Like, why on earth would I want to, you know, read about a, you know, these important historical events rather than be present within them?”

“On like a five-year view, it seems to me that this is all going to be about smartphones, because just Moore's law will drive this, and the graphics and the sensors will get there”

“I think VR is getting, clearly becoming close to a mainstream consumer product.”

“We don't know, it's not going to be about making a movie in virtual reality. It's about figuring out what the equivalent of a movie is, what a movie is to cinema or film what is the equivalent of that in virtual reality, and that will take years to figure out”

“They did these studies where people would look down into virtual, like, they're standing in a room, obviously, but there's, like, they look down as if they're seeing a cliff, and they've done it a hundred times, and they know it's not a cliff, and yet they are…”

“Everyone originally thought it would be first person games, and those turned out to be actually very bad in VR. And they actually, you know, because if you think about it, you're now in the body of that person, and all of these things we've built, like, people…”

“That's a hundred percent a creative tool that we, and it's a tool that we've never had in any other medium because I'm, like, I'm actually getting inside of you and tweaking your physical biology and making you feel like something on an emotional standpoint fr…”

“It is a completely different medium, and it's going to have its own set of rules, its own set of pluses and minuses, and people don't talk about books not being, you know, a worthwhile, valid medium because you can't sit in a room with a hundred other people a…”

“What we found was that you can move the camera if you keep it at a constant motion.”

“The delta between how it looks and how it experiences is wider than any other technology in my view.”

“With the audience, and the subject matter, and the characters inside of the virtual reality worlds that you're building, and there's a lot of, and I talk about this, and I did a pet talk about this whole topic, is like, I'm saying virtual reality is like, it i…”

“This is the last medium and the reason that is, is because it's the, it is the first, it's the first medium where the technology actually allows the jump from it being, like, An observable technology to being a human interface where the technology is not obser…”

“I don't think it's converted movie theaters. I don't think it's pods and we're actually working on a number of different ways to accomplish this”

“What makes mobile devices like smartphones so powerful is it can fill kind of the empty times throughout your day... Whereas, you know, with VR, you're not gonna fill empty time. AR, you know, the case could be made that you could use in that way.”

“VR will very soon sort of scan the room around you, and put you back in the room, and add things onto the room”

“I think that the hard science things are going to be what lead to the totally unexpected use cases that we're all going to be used to 10 years from now.”

“The next couple of years will be the years of VR for gamers and for prosumers. So people who are really enthusiastic about VR are the ones who have the high-end version. And like the mobile's just like a teaser for the general popular.”

“Some of the critics, most of whom I think haven't tried the high end VR, compare VR to three D TV. There's, you know, with the low end devices, it is a little bit like three D TV and that you have just a sort of, you know, you have this parallax effect, but it…”

“And so I think games are sort of that version of VR where everyone thinks, Is games, and we'll kind of look back and laugh. I mean, I think it's basically, my view, I mean, this is the, obviously, optimistic view, is that it's basically anything where you'd wa…”

“And, you know, over the next couple of years as volumetric capture kind of, you know, it's invested in more you know, new breakthroughs happen because people are really paying attention to it because of VR arising. You'll start to see just events entirely reco…”

“I think CAD, for example, just no brainer is going to move to a VR in the next couple of years.”

“People, people just, this assumption that it's all going to be gamers, I think, is just, is highly, to me, is highly questionable, and it could very well be business users like this at first.”

“There'll be, my suspicion is they'll wait a while. Apple tends to be kind of a fast follower in this stuff and then come in with what they hope is kind of a market defining product.”

“Well, I think the basic story here is smartphones eat VR.”

“We're probably going to replace a significant percentage of monitors with VR with something to the two-D world, right, and there's going to be a new Windows that's based in the three-D universe, which has totally different GUI metaphors”

“I think the other kinds of technologies to really look at are those that people have ridden off. Right? Like, you know, VR after second life. And so, that's the kind of thing to look for, the stuff that people think of as, you know, dead, or didn't work, or wh…”

“To a lot of people who find VR too weird, AR feels like it must be more normal, because I still get to see everybody, and I think it's actually a little bit of an intellectual crutch for people who just can't quite come to grips with VR.”

“I'd like to say the world's now divided into two groups of people. People who haven't tried the shipping consumer version of Oculus who think VR is stupid. And then people who have tried it who think it's the future of everything.”

“Because that's what's going to, most of the stuff in VR will be low cats.”

“I think AI and VR were both overly expected. I mean, they've been expected for such a long time that it's almost hard to, escaping from that is really hard. So, the kind of ones that aren't expected, well, the internet was actually not expected. There's almost…”

“Like I think that VR will be the most social of all the social media ever.”

“The two big things that are next for Apple are on the one hand VR, or potentially AR, and then on the other hand cars. But just from looking at the state of the technology, but those are both basically two, three, four years away.”

“Cause you can't, we've learned that you can't just simply port two D games over and have them work. They create all sorts of issues.”

“We're in the Gartner hype cycle and we're at the peak and there will be a trough of despond and that'll be in two years.”

“Apple. And we know Apple's working on something around this. I mean, we know just from the companies they bought and the people they've hired, but of course it's all mysterious as to what they're actually doing.”

“The holy grail will be, I think it's to anyone who follows the history of the computing industry, like this will be a major new computing platform. I don't think there's a serious question about that”

“You could not start Netflix of the art today because there's no back catalog to license every, every, you know, Netflix starts and they license a hundred something years of cinema and television and they have a catalog. Got it. And you pay for it, access that …”

“Pre-sixty content once it becomes extremely easy to film, extremely easy to capture for every consumer the way we capture with our phones, any sort of photos, that becomes really easy to share. That becomes, but first, you have to make it really easy to captur…”

“One of the things that's super interesting about VR is it's kind of the first, ah, medium of media where the formats aren't defined and locked in from the very beginning. There's lots and lots of, ah, experimentation because it's kind of the first, ah, the fir…”

“We're sort of in the stage of the medium now, ah, where, where everybody's working on the underlying infrastructure technologies and, ah, kind of the first experiences around those, and it doesn't matter, ah, you know, if it's AR or VR, ah, the investments tha…”

“I think the bold case is that VR has the potential to be the inherently most social medium, kind of any form of technology that we've seen so far.”

“Virtual reality, on the other hand, gives you true telepresence. You're going to be able to work and play from what feels like the same environment, but from any distance.”

“So I think if you look at any new medium, right. Be it the internet, or mobile games, or what have you. It's never been, ah, the companies that were dominant in the last form of entertainment or media that have become the leaders, ah, in the next form, and I t…”

“What's different about virtual reality is the format is fluid. So you, and you see it changing on a bi-monthly basis where you're now able to tell a new kind of story because the actual format has changed.”

“What you're going to see in the long term, especially with virtual reality is. The sort of democratization of human experience in the same way that the internet led to the democratization of information.”

“That's not entirely possible with the current addressable market, I think, in virtual reality, when you're spending millions of dollars on, on a piece of content”

“With that said, AR is a couple years out, even relative to VR in terms of difficulties around optics, in terms of computer vision.”

“And all I can think is this is the future of museums in the near term and the further term. This is the future of education. Like, why you know, why read a textbook about, you know, significant moments in history when you could just kind of actually get to liv…”

“So I think that you know, the fidelity will get better. The viewing systems will get better. And one day you'll be able to go into the worlds of Pandora, wherever you want to go, but in a very, very real way.”

“And in VR, you know, I hate to say this, but I feel like we're at this sort of parlor trick stage of things right now.”

“Intel has very, you know, has announced, like, they're not even focused on PC chips. Like that it's about the data center, and it's about IoT and VR and a bunch of stuff, but not, not like core i-seven, the next generation.”

“From the inside, I think it's the most social computing medium that's ever existed.”

“If you lose yourself and you go into flow state, and if you don't have hands in VR, you don't get that.”

“And I think this is the first time in, in the history, the multi-decade history of VR, where The content is compelling enough that people are spending tens of hours a week using these headsets.”

“The obvious analogy to think of today is like, VR is still, it's not only can you not get mainstream people to adopt it, but it's still relatively difficult, and you have to be super sophisticated to create decent VR experiences.”

“I think VR is going to be like a thousand times bigger.”

“AR is gonna have more near-term impact than VR.”

“VR is the best tech demo that anyone's ever seen over the last couple years.”

“There is a deep learning component that will make that happen. And those are the areas that we want to invest in, so that when you're in that experience with your friends, You can actually communicate both verbally from the audio cues, but non-verbally as well…”

“I believe we're on the precipice now, not just crypto, I think AI and virtual reality, and there's a bunch of really exciting things happening, but we're about to hit that point where you get kind of the iPhone moment”

“For me, if it's a good VR experience, I like going into that level of immersion for half hour, 45 minutes, and having a really intense experience. Beyond that, just the experience of having this thing on my face, not being able to see my real environment not b…”

“We absolutely do not need AR and VR in order to build the metaverse.”

“By its nature, when you're in an AR experience, it is or it should be somehow tied to the environment you're sitting in. Because if it's not, it's just VR. It's just kind of bad VR.”

“Five to 10% of you are going to end up throwing up into a wastebasket, you know, after half an hour of watching this. Well, that's a really high bar to commercial acceptance of entertainment technology.”

“We absolutely do not need AR and VR in order to build the metaverse.”

“In a shared space, it needs to be tracked from the environment rather than from the headset, which is inside our technology, which is tracking, you know, from a single, like cameras within a headset.”

“And then I think you start to merge these things with platforms like you're hearing, and it becomes completely immersive. You can go to ancient Rome, you could talk to Caesar, you could talk to Cleopatra It, it's like the holodeck on Star Trek, and I honestly …”

“I think that the power of now is the seamlessness through which we can move through the different modalities, whereas before VR was more niche because it was VR or bust.”

“Facebook's now in a position where Facebook's, you know, spending, you know, on the order of twenty billion dollars a year on VR, right?”

“Both VR and AR, like, it's crystal clear. The known killer apps right now are games, like, by a very wide margin.”

“I would bet, I don't know this as a fact, I'll bet Meta's spending more money on VR than it is on AI right now.”

“And that's why VR is so important from that, because If you have it literally every second, you've just unlocked this enormous new landscape of, like, you've discovered these, like, new deep sea reserves, right? That, that no one had before the now, every, lit…”