VR

“I think that's probably more where it's gonna go, probably. Than just goggles and stuff like that.”

“Because I think Beat Saber is an amazing game, but, like, I don't want them in VR, and I also think the number one problem with Beat Saber is, like, you go to play it, and you, like, disappear into the metaverse to play it, but it's a great game, and so, like,…”

“I think the only place we're seeing it right now is kind of in VR where it's really seen the gaming context, but there are new interaction paradigms being created there, and that can exist in software too.”

“The other part is there's this lineage of technology going through VR and then AR and now in, I'm using the term robotics, physical AI, but you really have to step back and look at autonomous vehicles, drones, obviously robots autonomy period, manufacturing, l…”

“So VR is not there yet. Not, not even close. So not in mass produced VR. We don't have retina displays yet.”

“While he was in high school, he volunteered at a lab where they were basically doing research around how to use virtual reality to help soldiers deal with PTSD.”

“VR may have a specialized role, you know, for more immersive training environments or things like that. Yeah, but even then, I think folks really are going to want to be able to wear glasses and work together, right? I mean, you're going to want to be able to …”

“I think they're going to start to work. I think it's going to be AR before VR.”

“If you need to have an app store to make the thing work, well, you need to subsidize all these developers to basically come to your platform. And I want, you don't need an app store for home appliances. Now, maybe some people think that that would be a good id…”

“The metaverse was actually just Roblox this whole time. Not Fortnite, not VR.”

“And they're still spending more on VR than anybody. By an order of magnitude.”

“I think it's over. I think virtual reality should go back to niche use cases, gaming. Hopefully keep improving, be this kind of like product that's maybe a reasonably big market, but not the way everyone interacts with life.”

“The amount of environments in VR that are, that, that have, like, consumption at scale is probably in, like, the hundreds. whereas on PC, it's probably in the tens of thousands.”

“I think what happened was for making VR movies, you need to unlearn many things for content. So film people come and use their techniques to do virtual reality. It makes people throw up.”

“It shouldn't be a replacement for cinema, but an alternate coexisting, right? So what you don't get in cinema, you'll get on this one. In cinema, you get the kind of community feel, like, you all whistle on the same thing. You all, all, all stack. I look at th…”

“And I did this with my VR. I raised, you know, seven million dollars to shoot VR with none from a guy who does LNG. Has never invested in anything remotely, entertainment or anything.”

“We're not investing in in, in virtual reality or in, in the metaverse, unless there's a clear path to being able to deliver results for shareholders.”

“And at some point, like the fact that they can have like a crazy VR experience, they'll still want the real thing and the connection to it and everything they have. So I think there will be a huge amount of that. In fact, I think the future looks like much mor…”

“Augmented reality is the future of phones. It's the mobile thing that you're going to take out with you. And I think virtual reality is the future of TVs.”

“And I think, you know, I was really excited about VR for a while. And then I realized I actually don't want to strap a computer to my face. I'm not interested in being disengaged from the world more. I want to be engaged in the world more than I am. I don't wa…”

“Everyone thinks it's some people think it's VR, some people think it's glasses, some people think it's pendants, and I think right now there's so much money to be made in the computer, and right now, I think it all starts at the computer, so that's where we're…”

“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…”

“Humans are never going to use VR to collaborate like that. Maybe they'll use AR.”

“Like, I think the reality is like VR and like immersive experiences and all other realities are kind of great if your life sucks, right? Because then you're like, I'm gonna like live in a video game. But like, I think a lot of the problem with that type of stu…”

“This is going to change the market. And the reason it's going to change the market is because up until now, VR has been a peripheral.”

“And the one thing I've learned about VR is I think there's a lot of apps that have been unsuccessful because they're actually not better in VR. They're actually better in any other medium in the real world, two D, whatever it might be. Having seen the demo, th…”

“VR is in a nuclear winter and AR is in like a very cold.”

“Very, very clearly, virtual reality is looking for its killer use case. It's found one in the gaming and is still looking for any other killer use case out there.”

“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 …”

“Or you think that virtual reality is going to submerge the market and then in five years everyone's going to have a virtual reality headset. I don't think so, by the way.”

“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.”

“You're not going to displace the PS five until you can give someone an experience that they can go and chill with for eight hours straight.”

“I think the risk is we all go into VR and we never explore the stars because we have this unending Pleasure dome, this wire heading future. that's the world that I'm most worried about. Not nuclear war, not the world that I'm about killing us.”

“Everyone agrees that that's, that that bet is very early. Yeah. But it just doesn't matter if you have a thirty-year timeline.”

“I just think full immersion is, like, incredibly niche and probably won't take off.”

“My galaxy brain take on virtual reality is that we will eventually move from trying to put glasses on our heads to just implanting it into our brains, and that's what VR and AR are gonna be.”

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

“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?”

“Our analysis was, no, it's gonna both be more integrated into my real world, you know, smart glasses and immersive in VR, and it's gonna be smarter. It's gonna be AI.”

“I think one thing that Meta is doing, regardless of where VR is headed or AR is headed, is they have one of the most world-class teams for graphics, and they have to because of all the stuff that they're doing in VR.”

“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.”

“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 …”

“Whereas for AR, it either looks like it's there or it looks, or it doesn't. That's the thesis. And so it has to have that base level. And so Apple is basically saying that all the stuff that's on the market now just isn't worth selling.”

“You need the screen that Apple has shipped to do text at all. And you have, and you could propose that you can't do anything other than games, maybe fitness, maybe VR, maybe, maybe, maybe TV, maybe a couple of other niche things. Without text. And so VR is not…”

“Is VR part of the narrative of the future of humanity? Unless we really fuck up, yeah, right? Like, it is, right? Like, and why? It's like, well, because we all live sweet lives, right? But a lot of people don't, and they live in shitty environments, and escap…”

“So the default for Oculus and for every other VR device, and that's partly because of where they came from and what was possible 10 years ago, the default for them is you put on the headset and you're somewhere else. Whereas the default for this is you put it …”

“You know, I mean, if VR works, then in five years' time, everything you do on VR will be built using large language models.”

“And this may be where VR is today, and you'll come back in 20 years. Crypto may be the new open source and it's plumbing. It may, you fade away, like, you know, people who thought that open source would destroy Windows and desktop Linux. This is the year of de…”

“There's actually a pretty clear path to VR that is visually indistinguishable from reality in the next five to seven years, certainly not more than 10.”

“People, people often seem to think that there's got to be this big breakthrough, like that we're going to be scanning lasers. I'm like, no, I think actually things are going to look pretty similar. You're going to have micro LED displays that are very high bri…”

“You also have to have Verifocal systems that can change the focal length of the pixels that you're looking at, but that's all been demonstrated. That's all been proven as well. We can do it fast enough if we have good eye tracking. We can correct for pupil swi…”

“And you don't have to simulate taste well or at all. You don't have to simulate touch well or at all. You don't have to simulate even locomotion well or at all. If there are compelling things you can do with just sight and sound. And remember, most of what we …”

“The only thing that I would lose if I did that in VR with perfect vision and perfect audio is that handshake at the end.”

“That shift from focus to broad I think that there is a time when it will happen. I don't think today is the right time, unfortunately.”

“My concept of metaverse is something that already existed in different form and shape. The technology allow us to have a different configuration of the metaverse. But for me, metaverse is an ecosystem. It could be a physical or digital that create a complex se…”

“In startup mode, you actually have to take a lot more bets without certain data. As a mature company, there are some massive bets you should make. Reels, virtual reality, where it turns out you're going to take a big risk to do that bet, but it's the right thi…”

“All the innovative stuff that was going inside the company was really being blocked from flowing to the company brand. Because when people saw the company brand, they were so dominated by the name that defines social media that if we're doing something really …”

“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.”

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

“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.”