The Ledger
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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…”
Lessin: Oculus only survived because Facebook acquired and sheltered it
“The only reason Oculus exists today versus being a completely fucked company that is dead in the water 10 years ago is because Facebook picked it up and sheltered it, right?”
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.”