VR

also referred to as: virtual reality

9 statements across 9 episodes · 5 bullish · 3 bearish · 6 people on the record · first statement Dec 6, 2024 by John Coogan · across every show →

Everything said about VR, oldest first

Dec 6, 2024 bullish
Opinion
Coogan: Meta's Early VR Bet Doesn't Matter on a 30-Year Horizon
“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.”
John Coogan Dec 6, 2024 ▶ 16:26 Inside Facebooks Secret "Red Book" (ep18)
Dec 11, 2024 negative
Opinion
Coogan: VR escapism and wireheading are bigger civilization risks than nuclear war
“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.”
John Coogan Dec 11, 2024 ▶ 1:50:16 How we became the fastest growing podcast (ep20)
Dec 31, 2024 neutral
Insight
Coogan: VR cannot displace consoles until comfortable for eight-hour sessions
“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.”
John Coogan Dec 31, 2024 ▶ 22:32 Year of Tech in Review (ep25)
Mar 12, 2025 bearish
Insight
Lessin: VR Appeals Primarily to People Whose Real Lives Are Unfulfilling
“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…”
Sam Lessin Mar 12, 2025 ▶ 15:42 Sam Lessin on Meta, Artificial Intelligence, and Investing in Creators.
Sep 20, 2025 bullish
Prediction Not checkable as stated
Zuckerberg: AR glasses will replace smartphones while VR headsets will replace televisions
“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.”
Mark Zuckerberg Sep 20, 2025 ▶ 51:13 Mark Zuckerberg, James Cameron, Andrew Yang and More - TBPN Top 5
Oct 10, 2025 bullish
Prediction Not checkable as stated
Altman: AI and VR will increase demand for authentic physical experiences
“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…”
Sam Altman Oct 10, 2025 ▶ 25:20 Sam Altman on Sora, Social Media, The Future of AI, and More
Oct 21, 2025 bearish
Disclosure
Cohen: GameStop is not investing in VR or metaverse
“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.”
Ryan Cohen Oct 21, 2025 ▶ 14:01 GameStop CEO Ryan Cohen live on TBPN
Feb 20, 2026 bullish
Assertion Supported
Meta outspends all competitors on virtual reality by an order of magnitude
“And they're still spending more on VR than anybody. By an order of magnitude.”
Palmer Luckey Feb 20, 2026 ▶ 19:31 Palmer Luckey: Why I Started My Own Bank
Feb 21, 2026 bullish
Opinion
Coogan: Roblox Was the Real Metaverse All Along, Not Fortnite or VR
“The metaverse was actually just Roblox this whole time. Not Fortnite, not VR.”
John Coogan Feb 21, 2026 ▶ 14:40 Datacenter Protests, Paramount WB Bid Clears Key Hurdle, The Mansion Section | Diet TBPN
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