Nadel: TribeXR faces at least a six-month headset delay
Phil Nadel · #55 A New Spin on VR · Mar 3, 2025 · at 22:23
Phil Nadel points out platform dependency and hardware launch timing risks for TribeXR.
0:00 / 0:04exact quote · 4.2s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“I think he's got like at least a six month delay before the headset comes out.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Phil Nadel
Nadel: Founders investing VC money must pay the minimum possible wage
“When you're investing your own money, do the right thing. When you're investing my money, pay the minimum you can pay.”
Phil Nadel argues third-party retail is not a viable standalone business
“Third party retail is not a business.”
Nadel: Subscription flight models will inevitably suffer adverse selection from super-users
“Ultimately, people who are traveling one or two times a month are going to say, eh, this isn't worth it. I think that this kind of pricing model lends itself to the super users over time. That's who's going to gravitate towards it, and the ones who aren't usin…”
Nadel: Tampax or o.b. can crush Aunt Flow on price
“I think that that's a better way to go, but then I'm worried about the competition, because a company like Tampax, or if they want the eco-solution OB, can crush her in terms of price.”
Phil Nadel predicts broad shift to onshoring manufacturing for products
“There's going to be a whole move to onshoring lots of different products.”
Nadel: Who's Your Landlord is a sponsorship business, not a SaaS company
“So you referred to your business as a SaaS business, but you're not a SaaS business. You're in the sponsorship business. You, you're generating a thousand dollars a month in recurring revenue from the SaaS business, but you've generated 200,000 dollars in two …”