VR
also referred to as: virtual reality
10 statements across 5 episodes · 7 bullish · 3 bearish · 4 people on the record · first statement Oct 31, 2022 by Alex Kantrowitz · across every show →
Everything said about VR, oldest first
Oct 31, 2022 bearish
Kantrowitz predicts virtual reality mass adoption is at least five years away
“It doesn't seem like virtual reality is this technology. That's going to be mass adopted this year, or next year, or the year after that, or the year after that, maybe five years down the road. We start to see that happen, and who knows exactly how that's gonn…”
Apr 4, 2023 bullish
Luckey: Photorealistic VR will rely on Micro-LEDs and advanced optics
“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…”
Apr 4, 2023 positive
Luckey: VR doesn't need touch or locomotion to achieve high utility
“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 …”
Apr 4, 2023 bullish
Apr 4, 2023 bullish
Apr 4, 2023 positive
Luckey: Key VR challenges like verifocal displays are already solved
“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…”
Apr 4, 2023 bearish
Mar 20, 2024 positive
Sep 11, 2024 positive
Dec 8, 2025 bearish
Roy: Virtual reality will remain a niche gaming market, not general computing
“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.”