Oculus
3 statements across 3 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Feb 16, 2024 by Sam Lessin · across every show →
Everything said about Oculus, oldest first
Feb 16, 2024 bearish
Lessin: Apple and Meta will dominate VR; third-party OEMs cannot survive
“So there's no way for Sony to come out and like, make a good device and charge good margins on it's going to be a hundred percent software ecosystems. And like, those will end up being like, I think the Oculus world in the Apple world.”
May 24, 2024 negative
Oct 24, 2025 neutral
Sam Lessin: Meta Can Absorb AI Capex Failure; OpenAI and NVIDIA Cannot
“Like, I'd argue the cost for meta of belief isn't that high. No one really cares. They can fork over a few years of cash flow, right? Like, investors will look the other way. They'll kind of be like an Oculus. They'll be mad for a minute, but get over it, righ…”