VR Headsets

“The way to think about VR headsets is not as a replacement for a TV, but as a replacement for a home theater. So, and the reason that's important is it's not just a TV, a screen. It's a controlled environment optimized for watching that content.”

“I think adoption is going to come when you can compute with contacts in your eyes. When you don't need sunglasses, you don't need a VR headset. All of that power is packed into something that you put on top of your eye.”

“Well, it's interesting that I talked to a couple of VR companies that I know well. I said, this must be boom time for you. They said, if only the supply chain for headsets wasn't so backed up, the answer would be yes.”

“I think he's got like at least a six month delay before the headset comes out.”

“Just like you have a video game console, you have a at home entertainment console, everyone's going to have a VR in their homes, a VR headset. But I think we're a ways away from that. You know, I think we're like five or 10 years away from that, lowering that …”

“VR headsets aren't competing with each other. They're competing with every other screen, everyday life.”

“But I think the reality is it's just not there yet as a platform for mass market appeal.”

“I call this experience the try, oh my, goodbye. You try it, you're like, oh my god, this is incredible, and then you're like, we put it in your drawer, you never use it again, because there's not an application.”

“So Meta sold maybe twenty million. That you have survey data that says that maybe 10 or 20% of people are actually using them regularly, which is not a great number. So there's like single digit numbers of millions of people using this thing.”

“This is a sort of a destruction test on VR. If this doesn't make VR Work. Never mind the price. Then that's it. VR's done. ... Like if this doesn't, when this gets to 500 bugs, if it doesn't work, VR is done because this is the device. There is no, there's not…”

“It doesn't sound like it. It sounds like they're planning to do that with a VR headset.”

“None of those things are going to be ready for quite some time, and the hardware that we have today, it's good for enthusiasts, but the hardware we have today is not going to be something that the majority of people want to use, certainly not as part of their …”

“I think Apple's gonna have a really big impact on that, because in addition to the hardware advancements that they've been making, I think they're going to make VR headsets cool simply by making sure that all the rich and famous people are wearing one.”

“There's like 5,000,010 million people actually using a device, so it's twenty million people, they've sold twenty million headsets, there's five or ten million people using them.”

“Facebook probably sold fifteen million. So there's maybe ten million people using one.”

“It may end up becoming kind of a niche entertainment device, almost like a Nintendo Switch, where there's a, you know, a mode when you're using it, but I'm not sure it replaces traditional static two dimensional computing in front of you.”

“So one way that they're doing it in the NFL is VR headsets. The quarterback, instead of just watching film, Their first person reading the defense without having to go stretch, get their ankles taped up, go out on the field, potentially, you know, sprain a kne…”

“And you know, you can be completely certain that Apple has a VR headset in the lab. They've had a VR headset in the lab for five years, maybe 10 years, and they make it, because of course they do.”

“Because the one thing that's going to make you buy a VR headset over any other computing device out there is perhaps the content and similarly for AR as well.”

“There are a hundred twenty million console units worldwide, and only five million VR headsets units.”

“Back when Facebook bought Oculus, that's when expectations of VR started to get wildly away from reality. Oh, by 2016, there's gonna be 20, fifty million headsets out there. There might be a hundred million headsets by 2017. Some analysts definitely blew a lot…”

“So that's going to be kind of interesting in like five or 10 years, everyone's wearing these kind of things.”

“I think that we're gonna see a lot of social usage of people getting in their VR headsets and quickly scanning in the room they're in and then hanging out with their mom for 20 minutes instead of doing the phone call.”

“Nearly every developer I talk to about VR wishes that they could have a headset that they could put on and have, you know, 10 or 15 screens to code on.”

“All the headsets are going towards volumetric, like, you know, positionally wireless. So I imagine there being you know, a much a much more interactive, much more engaging, like you're not gonna sit there, you're gonna actually move around.”

“The price of a high-end VR headset has gone down, I think, like, 80% over the last three years”

“We know that the headsets right now are not ready for any sport other than football because the clarity is just not good enough. You can't take a real video of a baseball player facing a pitcher And have it be good enough for a trained hitter's eye.”