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VR

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Sep 15, 2022 by Adam Grenier · across every show →

Everything said about VR, oldest first

Sep 15, 2022 neutral
Opinion
Grenier: VR is uninteresting as an acquisition channel without a native app
“I think VR is really interesting in the way that mobile was interesting before like iPhone three, right? Where it was like, if you've got a VR app, like it's a really interesting space, but if you don't, I, it's not that interesting to me yet.”
Adam Grenier Sep 15, 2022 ▶ 32:19 When to invest in new acquisition channels | Adam Grenier (Uber, MasterClass)
May 17, 2026 bullish
Prediction Not checkable as stated
Kalinowski: Physical AI and Robotics Will Rely on AR/VR Hardware Foundations
“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…”
Caitlin Kalinowski May 17, 2026 ▶ 6:12 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
May 17, 2026 negative
Assertion Supported
Kalinowski: Mass-produced VR headsets are nowhere near retina display resolution
“So VR is not there yet. Not, not even close. So not in mass produced VR. We don't have retina displays yet.”
Caitlin Kalinowski May 17, 2026 ▶ 38:39 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
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