VR

EatinPussySellnCalls

I pleasured myself to Anna Claire Clouds and Sera Ryder VR this morning. calls on NaughtyAmerica.

RampantPrototyping

META. VR stuff aside they are heavily integrated into LATAM, Indian, APAC, which are predicted to be the fastest growing economies in the next 10 years by the UN

zxygambler

Not sure, VR are inherently an expensive technology given the many sensors,cameras and high resolution video it requires. I can't see how it will ever be cheaper than just pc + monitor or a laptop. On top of that, VR will always be an extra luxury as everyone still needs a PC or laptop

OutOfBananaException

Same reason Meta is pushing for VR headsets (to break free of Apple restrictions). They want control over the hardware, in order to better monopolise it.

Visinvictus

> So, you're just bearish because of pure conjecture. The actual numbers that I have seen for the [estimated price of all the components comes to $1542](https://arstechnica.com/gadgets/2024/02/apple-vision-pros-components-cost-1542-but-thats-not-the-full-story/), but it seemed to be very optimistic to me. It's hard to say what their total overhead is and what their actual profit is, but even if they're making $2000 of profit on every device sold (which they definitely aren't) they're looking at less than a billion dollars of profit by end of year for this product line. That's not to say that it couldn't grow in the future, but I really don't think that VR is going to have the mass market appeal. Already people have been returning them because of headaches, eye strain, nausea, or just because they already filmed their tiktoks or unboxing streams and want their money back. This is coming from a person who owns a VR headset (me) - which I think is another problem. VR is already old news and a lot of people who actually want and can afford VR already own it at this point and aren't going to drop $3500 on Apple's version where they can't play any games. I got bored with mine years ago, and I probably wouldn't buy the Apple Vision unless it was under $1000 and even then I can't see the value proposition other than for people who have more money than brains to buy the latest toys.

Tokyo_Elusive-love

I had a list of things I’d invest in once I got a bank account, some money, and a brokerage account while I was in school. I remember watching tons of vids about VR and how companies like Nvidia would blow up due to it’s increasing popularity and the necessity of quality chips and GPUs for these headsets and PCs. I had Facebook and Apple at sub $100 on my list. Read articles about Bitcoin actually being used for trade in Germany or something while I was eating in the cafeteria with my school issued laptop. I guess it’s easy to look back now and blame myself for not urgently scraping anything I could get together for investing. Probably would have kept selling and buying other things anyway.

outworlder

Vision Pro will not. Subsequent vision devices might. I got one. I also have 3 other VR headsets. The Vision Pro is a very clear step up, to the point where it makes doing useful work viable - not just games. As tech evolves and the price drops I fully expect adoption to significantly ramp up. The main risk is that it may take longer than Wall Street would tolerate. That said, 1 billion a year is peanuts for Apple.

Big_Forever5759

Interesting because it kind of shows lack of planning or clear strategy post iPhone from tim. All bets are on Vision Pro now. Apple seems the worse in the ai game. Siri’s legacy is abysmally bad, not sure about the rest. I’m guessing big institutional investors will be asking Apple for a good ai strategy. All while Apple has just entered the VR market. To be fair, apples innovation comes mostly from grabbing far out advance tech that exists and making it accessible for the common joe. So it’ll be a while for any ai stuff. Maybe some marketing hype for the iPhone in sept. I’ll still buy Apple and Google stock. Those should go up later.

Visinvictus

What made the iPhone and what is going to make or break the Apple Vision is if developers make good apps for it. Nobody would care about the iPhone if it was just a phone, and nobody is going to care about Apple Vision if it's just a VR headset with a few gimmicky apps. I guess we will see how it goes, it's impossible to predict, but personally as someone who works in the software industry I wouldn't waste valuable development time on such a niche product, at least not until more units have shipped and it looks like it is gaining traction.

AvengerDr

>It’s literally the only headset that doesn’t use any remotes but solely relies on eye and hand tracking for interactions. As a professor of VR, that's not necessarily a benefit. Haptic feedback is a big factor in good usability. Pinching the air is more uncomfortable than pressing a button, and most literature suggests that it also leads to lower performance.

InvisibleBlueRobot

I think you are 100% correct with your list, but I personally don't believe any company going to taking majority of Nvidia's revenue in short to medium term. Supply chain and manufacturing issues, war, government shit and various hard to predict areas of instability are always a real threat. However, with the market growing 10-16x growth over next 10 years, I believe there could be multiple big winners, just like cloud is basically divided between AWS, AZURE and GCP and a few others, but they've all been growing. Looking at AI market, it might actually be easier to predict the infrastructure and hardware winners than software and app sisde. On the utility of AI. I believe its just starting. AI is helping engineers become 30-40% more efficient at coding. AI is documenting poorly documented code, automating documentation and notes and assisting in writng new code and solving issues on-demand. It will be writing net new code at scale in the next year or two as companies work around issues like IP. It is fundamentally changing the user experience of every application. Business, productivity, banking, Insurance, education, publishing and entertainment are all being reimagined. It will automate product and services support processes as well. Perhaps most terrifying is what it might do in marketing and media. People are talking about AI replacing search, but AI can also fully automate the generation of marketing messaging, text, images and even video and very soon will be able to do this automatically without prompts and it will be personalized just for you as an individual. Imagine the entire power of AI simply designed to monetize and extract value from you as an individual. I already can't keep my kids of Youtube and the content sucks. Perhaps we will soon live in a world where (Google or meta, Apple, ticktok or an alternative) wont just place the correct advertisment in-front of you, but it will auto generate the entire experience just for you, based on evertying it knows about you and your family, location, likes, dislikes, affilations, etc, including photo-realistic video, VR and AR experiences. Anyway, I don't think it will reach full utility for some time. It might lose some of the direct to consumer "wow" factor for a while and industries scamble to apply AI, but I think it's barely started being integrated into applications at scale.

Nananahx

They thought they could come 10 years after EV mania and say "we invented the first EV car" but the mania went into AI lol (they still invented the VR headset tho)

Visinvictus

That also makes virtually all existing "successful" interactive VR applications/games useless with it, and it means that anyone developing interactive VR will need to develop specifically for the Apple Vision Pro. VR already had a massive problem with excessive development costs for too small of a market, I don't think this is going to put the Apple Vision Pro in a good spot in this market.

SegheCoiPiedi1777

It’s literally the only headset that doesn’t use any remotes but solely relies on eye and hand tracking for interactions. That by itself is a leap forward. Also, it has a much better AR integration of UI than anything. I have heard multiple people working in B2B companies that specialise in VR (with applications in healthcare or corporate events) saying this is a game changer for them.

Visinvictus

> they also managed to launch the Apple Vision Prowhich is a leap forward in anything VR related Uhhh... There have been equivalent/better headsets than Apple Vision on the market for years, and cheaper too. It's a good product, a bit expensive, but hardly a huge leap forward technologically. It has the same issues as all VR and I wouldn't be surprised to see it cancelled and the project mothballed due to lack of traction sometime in the next few years.

Cody667

That's a simplified way of looking at it. The XBX clocks the CPU at 0.3 GHz more than the PS5, which is a virtually unnoticeable difference if all else is equal, but the XBX's substantially slower and unorthodox built in SSD setup completely eradicates any performance power that would provide. Benchmarks have shown the PS5's SSD operation to be twice as fast as the XBX, which is the only built in factor between the two flagship systems which makes a performance difference a favours the PS5. (edit: there's an article on this linked below) The XBS is downgraded compared to the XBX, which is problematic, while the PS5's digital edition doesn't have that drawback. PS5 also has excellent VR and the Dualsense controller is a better product performance wise and with better integrated features (although more expensive as well, understandably) than the XB Elite controller. There's a good reason why so many people who game on PC have elected to get Dualsense controllers and just use the DS4/5 Windows application, instead of XB controllers which natively integrate with Windows. They're also expected to launch a PS5 pro...and if you remember the last gen, the PS4 Pro really put the system over the top compared to where Microsoft was with the XB1. As a PC Master Race guy myself, I would easily buy a PS5 over an XB1 if I were a console guy. I know PC gaming isn't for everyone though so I don't just, but I always recommend going PS5. Microsoft has never been known for hardware, meanwhile hardware is the backbone of Sony. Anyhoo, not trying to do the whole console wars thing since I don't have a horse in that fight, it's hard to have these discussions rationally with people who feel very strongly about one over the other due to emotional attachment to either one. Reference from the edit above: https://www.whathifi.com/advice/ps5-vs-xbox-series-x-power-features-pricing-and-controllers-compared#:~:text=In%20the%20battle%20of%20the,to%20the%20PS5's%2010.28%20teraflops.

SegheCoiPiedi1777

I kinda agree with you, but to be fair to Apple they also managed to launch the Apple Vision Pro which is a leap forward in anything VR related. The concept of metaverse was also a hype at the peak of a bubble, yet they managed to get a product out that while niche, is genuinely the best in that space and really COULD be the next iPhone, with sufficient progress in tech. I have a few ideas why the car project didn’t work in contrast - from the lack of progress in regulatory matters of self driving that make nearly impossible going above level 2/3 self driving, to the fact the car industry is extremely capital intensive compared to anything Apple has ever worked on before.

SayYesToPenguins

They should just name that team Fad-of-the-Year team. "What are the FoYs working on now? Well, the senior FoY is doing AI, the junior FoYs are still on blockchain, and the lady FoY team is enhancing their VR"

Ryoujin

But that’s the problem with Nintendo, they don’t. They keep spending cash in places gamers never asked for. They made a physical Mario Kart VR as an example.

Wide_Lock_Red

Their single player games are also extremely expensive to make. Plus the VR venture has been horrible financially.

SpaceBoJangles

I’m learning UE after getting a $25 education bundle on Humble BUndle. Should I dabble in Godoy as well? I’m mainly in Archiviz so tbh learning Unreal is more a side thing to help with Twinmotion and possible VR integration on client showings.

feedmestocks

Helldivers 2 has literally just come out. The problem areas are obvious: VR, hence closing Studio London

Ventronics

I mean, technically MGS had the VR missions

spartanburt

I know the metaverse failed but maybe it was just too early and the play is VR stuff along those lines.  Anything where people can be sedentary but still feel like they're doing something. 

HighlyRegardedApe

All hail the bubble, we shall be absorbed inside its hollow interior and feel safe forever making chips for robots keeping us in the bubble. Its the new Amazon but it does not make mathematical mistakes. It shall breed your children and eat the dead. But if you're lucky you degens can make like 2000 bucks on this ride and buy a VR headset!

ShadowLiberal

I mean a lot of what people call tech stocks, like FAANGM, are actually not classified as tech companies by the indexes. Amazon is a consumer discretionary company, and that is where the majority or their earnings come from. Google, Facebook, and Netflix are also all not in the tech sector ETFs, only Apple and Microsoft are. If you define tech companies as "companies that use technology to make themselves more competitive in their industry" then yeah, the market is 100% going to become more and more "tech" stocks overtime, even if the "tech" is nothing more than say an app to call a taxi, or a restaurant that lets you use an app to get food delivered to you. But if you look at what their core area of business is, it's hard to justify how companies like Uber are really a tech company in any way when all they do is make a simple app and try to connect a bunch of drivers and passengers like a taxi company. And Facebook is very arguably not a tech company either, since they just make apps people use to socialize so that they can sell ads, the stuff they do with VR/etc. are such a small fraction of their earnings. But Apple on the other hand makes great hardware and software that they sell, so yes they're definitely a tech company.

trumpdiego

Nueralink brain chips, AI everything, sex robots, VR/AR everything, cancer vaccines and shit..... you just have to live for the next 10 years and you're fucking golden.

LetMeInImTrynaCuck

This is smart because we all know if/when AI fails there will be absolutely no reason for someone to ever purchase another high end chip again. It’s not like people video game or want VR porn or anything.

MightBeOrMaybeNot

Shiz talk example: WiGig is the trademarked name for nextgen WiFi, with the chips moving data at up to 4.5Gbps.   In addition to being used for conventional WiFi applications (in-room/local W-LAN), Peraso's chips are already shipping to customers using them for wireless infrastructure links of over 1 Gbps at distances of over 1 mile.  Peraso's multi-gigabit wireless chips are disruptive in the conventional sense, in that they: 1) offer 10-fold improvement over incumbent technologies; 2) dramatically expand existing markets; and 3) create whole NEW markets (such as wireless VR, and wireless mesh networks).  

alanism

I wouldn’t bet against Apple. I think the potential make or break for them is AI. Siri, with near unlimited resources has always been shit. There isn’t anybody notable in AI like Google, Meta, NVIDIA has on their roster. I strongly feel voice will be the primary UI for VR/spatial computing. If they can apply a solid LLM to Siri and are able to run multiple agents in future versions of Vision Pro; then they’ll be the dominant player in that space. But if they can’t and Meta blows them away with future llama; then it’ll be hard to justify the higher price point with an inferior product. Where they can win if LLM can get small enough to run on mobile devices (while being useful) ; then they can win on privacy/security angle again.

JozefxDark

correct, shit coins & NFTs, and most of the metaverse turning out to be a discount version of VR chat and a web browser on a VR headset, were not useful everyday products, space falls in a weird spot because it still falls in the same pitfall of usefulness, at best it will be for entertainment, but the research and technology that allows machines to reach space is very valuable for the company and the whole field. I think it's a bubble that might get another round of hype because rich people will want to try space flights more and more if they get cheaper.

MustWarn0thers

Tim Apple demonstrating the new Jackass VR. You strap a $3500 device to your face, get in a shopping cart and fling yourself down a hill and into a ravine. 

tbarron7

Since we are talking about current perspectives and not actual numbers, I offer this: Remember when Meta tanked? Zuck indicated that they were putting all their eggs in the Metaverse VR plans. Investors reacted with horror at the off putting spectacle of people sitting around with a big goofy goggles on their heads waving their arms like an out of control lawn sprinkler. You don't hear much about that push anymore and investors have returned, now that they aren't featuring the Metaverse in their investor relations campaigns. Apple just made the same mistake with the launch of their version of the goofy goggles. While the stock hasn't tanked per say, it is definitely lagging due the the horrifying spectacle that they are trying to tell investors is going to be the next big thing. They will be fine once they figure out what Meta already has: Investors don't like to have their legs peed on.

MissDiem

I'd argue that you could create a data-lean model that's based on text threads and messages and a clean and uncluttered interface. The hosting and maintenance burden for that would be remarkably low compared to some site that's trying to do bulk media and real time AI/AR/VR. That would keep costs low and usability high. Then you just fund it with pervasive but unotrusive ads mixed in among the threads. An ad would be labeled as such, and would have the same format as threads. It would serve impressions, but could also be opened for potential discussion and engagement as desired. This pairing of reasonable ad placement and a user friendly low bandwidth user interface would be financially profitable, without the risks of trying to develop and host something bloated and off-putting. Oh wait, they could already do that tomorrow. It's called old.reddit.com. Old Reddit gives 99% of what people come here for, without the crap and the overhead. Reading and writing comments, sorted by scoring. An aggregator that someone can jump off to other more bloated sites or trigger embedded media. That's essential what Reddit is. All the rest of what they've spent hundreds of millions of dollars on, it's fluff that nobody asked for and I don't think anybody really likes. A more unbiased outsider executive could see that and turn Reddit into a plain but utilitarian and profitable platform overnight.

darts2

Their AI and VR are unmatched and still a young company ready for it’s parabolic growth phase

AdviceIsCool22

Nah those are priced in, new CEO is bullish, layoffs are also seen as bullish on Wall Street. What question marks do you want? Apple VR just announced their partnership w Unity

-getmemoney-

It’s so fun and addictive. I can’t wait to get lucky and buy the apple VR so I can loose all my profits while playing slots and watching instagram reels at the same time. My dopamine receptors have no idea what’s about to happen in the next few weeks

ittrut

Isn’t VR passé? Has the same ring as 3D television tbh

AdviceIsCool22

They just did layoffs and sold their digital twin department to a consulting firm. What part of that says terrible guidance? Also with AI I think it’ll be fine. The new CEO is determined to make up for the indie developer flop, which won’t even make as big of splash as an Apple VR partnership. Go buy puts then bud 😂

CryptoChartz

He wants to make sex robots combined with a VR headpiece

daniel940

I think you're going to be wrong about Vision Pro. Wait until it drops in price, gets some network effect momentum, and then Apple gets a little slice of everyone buying one of the unlimited courtside NBA and Final Four "tickets" and unlimited front-row Taylor Swift tickets. The visual fidelity is good enough that testers watching the immersive family memories app (whatever it's called) report feeling instinctively uncomfortable, like they're intruding on someone's private moments. I've seen a ton of YouTube videos of people playing VR and running headfirst into walls, etc., and that's while using a VR headset with the graphics quality of a 1990s-era Nintendo. If people can get that tricked into feeling immersed at such low quality, the immersiveness of VisionPro must be on a completely different level - enough that a gazillion people will eventually get on board with attending expensive events virtually, and Apple will get a piece of every transaction.

Moot251

In my opinion, the long long play IS VR/AR. Sure, the Apple Vision sucks donkey dick (take a look at the subreddit and see how many of the screens are cracking), but ten years from now it’ll be better, and even be the new smartphone. Twenty years from now we might be in full on Ready Player One, you know?

lipmanz

Zuckerberg to meet LG CEO for XR headset development…XR will release next year as a mix of VR, AR and Mixed Reality

smart_doge

See this: https://youtu.be/NCNeFSJexSY This is probably the only clip by MKBHD that remotely brings comparison between a Quest and Vision Pro. There is no other comparison videos by him in his original channel to show how AVP fairs against Quest. And that production quality for Vision Pro unboxing in his main channel? It’s like he’s unboxing the future which already existed for 5 years. 😄 He also didn’t say the words like Metaverse or acknowledged other VR headsets in space even once, which makes me believe he was in contract with Apple for keeping everything Apple only. This is MKBHD who I used to lookup to for reviews much more than those Verge and other review channels for honest feedback.

TheRealJeromePowell

Literally any VR company could triple sales by including a complimentary pocket pussy.

spacecadet501st

I think custom generated content + VR. imagine with the help of AI, you create a short prompt and then a 40 min VR show is output for your viewing.

sunplaysbass

Apple still - iPhone of VR coming to the masses. Everything is leading to VR experiences. Hardware vr space, vr software ecosystem (App Store), vr content creators.

ninjaschoolprofessor

After NVDA peaks, AMD, INTC, AVGO, and other will peak and eat into NVDA’s market share. Meanwhile companies that are buying their hardware (MSFT, META, GOOG, AAPL) who have continued to climb the charts will surpass these semiconductor stocks as AI computationally gets cheaper and cheaper. These companies are pouring billions into AI and will use it to gain even a further lead ahead of competitors not using this tech. After that it’ll probably be AI focused hardware companies working on VR, robotics and autonomy. The field of science alone will probably sky rocket from these advancements as we’re just barely scratching the surface but have the capabilities to do some amazing things. With AI we’re discovering millions of new materials that may lend itself to huge advancements in terms of efficiency and strength. Ref: https://deepmind.google/discover/blog/millions-of-new-materials-discovered-with-deep-learning/ While EV tech has cooled off, imagine what would happen if we could reduce the battery weight and size while exponentially increasing storage capacity. Graphene has this capability but is currently too costly and difficult to produce.

H2OLEANSAMETHANG

Adoption for AR/VR. Especially from the recent vision pro launch.

RandyChavage

He’s getting into teledildonics, dipping his toes into VR

Lower_Fox2389

$U 🚀🚀🚀🚀 beat down because of the pricing fiasco and primed to explode since they’re poised to benefit the most from AR/VR.

Sketch_x

Im eyeing up Apple. I think they have some interesting things in the works, a lower cost gen 2 VR and they have been very quiet on AI. Apples MO is to be late to the game with new tech, learn from others and refine systems. When they drop AI it’s going to be driving some excitement. People are holding devices for too long, I think device revenue will be dropping so they need to focus on accusation of customers into the ecosystem, both AI and mainstream VR are good ways to go about that IMO.

OhWellWhaTheHell

Elon may be harming the stock. He's obsessed with fsd, prices it insanely for what it delivers. If 5 more years go by and fsd is still level 2 autonomy, just like every other auto cruise control, Musk will look like Zuckerberg when he went all in on VR. If Wall Street really traded exclusively on CEO, it wouldn't fall back to earth on every missed earnings. I would like less Elon in the next earnings call, save him for the bombastic product unveils.

PlumpkinMunchkin

Apple VR will sellout like hotcakes for that

justin_zander

> What do you even mean by this I mean that 1) plenty of people are running 7-13B LLMs (which aren't as bad as you make them seem, my current employer uses such models in production and they work perfectly fine), and some are even doing it on CPUs (especially hobbyists, e.g. kobold + gguf being a pretty common combination), and more importantly 2) LLMs aren't the only type of machine learning out there, and probably still not #1. Two great examples come to mind. The first is RAG (Retrieval Augmented Generation), where you only need an LLM after you've done retrieval (btw, plenty of non-deep-learning ML algorithms exist for this, and Intel-MKL can be a good accelerator for such workloads), and a fine-tuned 1-7B model can be good enough. The second is literally every other model that is running on mobile hardware including VR headsets (did you see/read any of Meta's videos or research in the past ~6 months?). > Nvidia devices are still the best even for inference because all these optimizations make inference so much more efficient and faster. You seem like you selectively read parts, or skipped some. It's a long post, and not very well-written, I don't blame you. Yes, I've touched on the fact that inference-at-scale is still better on Nvidia's hardware in my post, in the section about their moat being bigger than people may think, and I've mentioned not just cudnn but like 10 other libraries too. I am personally using cudnn, tensorrtllm, and deepseed plus RadixAttention for an LLM-based service on AWS, so I know they are the most efficient. But let's not be blind to advances in the field. AMD and Intel may be behind, but they're not useless. Another commenter mentioned some AMD GPUs targeted for data centers and AI workloads, and I mentioned some increased focus on ARM devices (e.g. by some team in my wider department working on AWS Graviton instances). And yes, I also mentioned in my post that this moat will be really hard to overcome for competitors and will take a few years. I even mentioned that it might take 2-3 cycles for them to catch up.

justin_zander

Aw <3 And fair enough. I was referring to [edge computing](https://en.wikipedia.org/wiki/Edge_computing) if you want to read more. It may not be a fully standardized term but recently I've only seen it in only one context: offloading work to the last possible device (smartphone, VR headset, car, compute stick, ...).

justin_zander

> I was a computer programmer many years ago, and most of this stuff is nonsense to me. I’m certainly not able to question it or apply it to a stock price or competitor stock price. You just confirmed that my self-appointed "noob data scientist" title is justified. I suck at translating concepts to business :( I'll try to rephrase. Basically what I meant to say boils down to: - Data centers renew their equipment every few years. By the next cycle, Nvidia's probably going to be #1 because it takes time for competitors to enter the market. In 2-3 cycles, the others might start catching up. As a result, sales are kinda guaranteed for a decade. - Lots of AI is being pushed to end-user devices (i.e. running directly on smartphones, VR, etc). These don't depend on Nvidia, and are on the rise (e.g. see Qualcomm Snapdragon CPUs, or Samsung smartphones), so *maybe* less need for expensive/cloud GPUs. - I wasn't trying to analyze the stock's performance or future potential, I was only trying to give a **slightly** deeper context into the "AI moat" of Nvidia.

H2OLEANSAMETHANG

Somewhat agreed, though paypal is more of a legacy product in an oversaturated market and in an industry that struggled hard in the last 2 years (fintech). AR/VR also hasn't done well in the past few years but with the release of vision pro, I'm anticipating that it'll be revisited as space for growth.

orangesherbet0

Same happened with me. I kept diversifying out of NVDA since I bought shares in 2014 (I did it as a VR play). Whenever it reached >50% of my portfolio amount, I would think "this isn't very diversified" and would sell some to get some regular index stuff. If I had stuck with it, I would have made about 5X more than I did with the <50% nvidia >50% standard portfolio approach.

East-Chocolate-6813

Real life vs demo not the same Play money in poker vs real cash poker Approaching an AI blow up doll vs approaching real women VR car driving vs real car driving Nothing beats real life experience. Learn , improve and profit. Your young lots of time and opportunities

C_Tea_8280

it there but still in infancy. everyone expected "Ready Player One" type online VR by 2025 like idiots. Not realizing that the current metaverse is like what web 2.0 looked like 30yrs ago on Geocities webpages. It will happen. We will eventually have Ready Player One like VR, but its decades away. For now, this is more what it looks like [https://metamandrill.com/facebook-metaverse/](https://metamandrill.com/facebook-metaverse/) but again, google what geocities and otehr webpages looked like in 1998 and try to tell me that we did not progress so far from that

3LevelACDF

This makes a ton of sense. 1) why the fuck would he advertise the number of h100s he bought? 2) zuck pivots and goes all in when he sees the light…IG, what’s up, metaverse, VR 3) uc has 4 platforms where merchants can unleash their AI bots…FB, IG, Whastup, VR 4) zuck missed out on the server cloud space. This is his opportunity to, with LLamda , to leapfrog 5) Jensen said the most significant AI development last year was the launch of LLamda as open source Fuck it. I’m all in.

sockalicious

3D printing, VR, AI, EV, quantum battery, room-temperature superconductor, race for space - did I miss any?

International-Cut598

Hey maybe that could still be valuable. I’m sure there’s a company out there trying to sell white sheets and VR sex goggles that would pay good money to be connected to u/lovestosplooge and u/nwordjim

Sandvicheater

oh for sure, as long as regarded zoomer and gen a keep buying iphones and think Android is ghetto i'm still bullish. But the day is coming when smartphone is an ancient concept and people are wearing cellphone-VR sunglasses (which i suspect why Apple is dumping so much money into VR) but I have a feeling the next "king" of the mobile hill wont be Apple or Google.

sleepwalktalk

TSMC & NVIDIA have been at the forefront of GPU technology for over 2 decades now The TSMC story & Texas instruments history are quite interesting NVIDIA & TSMC will face increasing competition from other big tech companies in coming years, however COVID supply chain disruptions arguably helped cement their place as market leaders with a large headstart & the recent expanding use cases for AI, cloud storage & cloud computing along with metaverse, VR & augmented reality dreams means chips & associated software are going to be in high demand for decades, if not centuries to come with expansion of robotics & integration of human & digital interfaces AI is really only just starting - it's nowhere near surpassing human genius but could soon approach average general intelligence though this will require much more varied inputs than simple datasets & LLM based chat bots Who knows if general intelligence & robotic integration of AI will ever be possible to the point of self replication or even useful but it's pretty much certain chips & associated software will be needed & many private companies & governments through military will be furiously trying to develop AI & robotics NVIDIA posted massive profits More importantly the demand for their products & services still far outstrips production & competition which means they are assured of continuing premium pricing & more juicy profits ahead

3LevelACDF

This logic is laughable. It’s like saying back in the early 90s…there’s no way anyone would need 256 mb of ram on their graphics card. These video games (Frogger or Pac-Man) are going to be more and more efficient over time, so we will need less and less ram. Turns out, graphics got more and more complex and now there are shit we never imagined in 1980s like virtual worlds on VR googles. Turns out, creativity and data eventually expands beyond any physical limit you give it.

peter5300

Price / sales for a “chips” to “retail” comparison. Useless. Though I know that for longterm investment, NVDA is way overpriced, for the short term (1,5 years - 2 years) it will probably double. Investments into AI are huge, investments in VR are huge. Both need much “calculations” done- and thus NVDA thrives. Check out surge pays - a small company. Profit will be 1,6 in 2023 - and around 2,7 in 2024. 2022 and before they were losing money. They are at 7,4$ today - and 20% stock is still sold short. They are undiscovered. But with fast growing profit, I expect them to be at least 10x earnings by September ( so in the 20’ies) Could go 20x profit (since it has high profit growth) and go to 54 (!!) in 1 year time. + 600% possibility - low risk.

snookers

Them going this high was not obvious. If you were paying attention to tech around the time the oculus rift came out a few things were clear: * GPU’s were important for VR * GPU’s were important for self driving cars (image processing) * GPU’s were important for machine learning * GPU’s were important for pc gaming * GPU’s were important for bitcoin mining * There were only two companies making GPU’s All of those markets felt poised to grow at the time. The part that wasn’t clear was which ones and how much. But with only two competitors (and AMD was in the dumpster around this time), why not buy in?

Turbulent-Mango3095

I put my money on cyber sec once all the infrastructure for AI, VR/AR and robotics is more advance

LostandConfused2024

Imagine wsb when VR comes out. Can’t wait to see all you regards shilling some bullshit like oil

Sandvicheater

I have both and I don't know WTF is AAPL doing these days. Fucking around with VR when everybody and their mother knows AI is the gold rush.

Jelly__Rogers

If Sora ai is as good and easy as it looks and works with a VR headset, that's a wrap for real women (and the population) in Japan.

right2bootlick

What products will we be buying that justify the cost associated with generative AI? Phones already cost 1000 bucks. Are we gonna pay 2000 for phones with AI? Are people going to buy more tablets because of AI? Are we all going to buy VR headsets with AI? I don't see it.

Dr_Stew_Pid

Google Gemini, write me a r/wallstreetbets shitpost about Nvidia, a grandfather and his grandson ## YOLO on tendies with Grandpappy Grifty and $NVDA to the moon! Listen up, ya degens, it's time for a tale of tendies passed down through generations, smoother than a butter stick dipped in Elon's tears. This ain't your average financial advice (because let's be real, who here listens anyway?), this is about family, green crayons, and tendieman himself. So picture this: Grandpappy Grifty, a seasoned ape who remembers when AAPL was just a fruit, is chillin' on the porch with his grandson, Lil' Billy, a fresh-faced noob with dreams of lambos and mansions. Lil' Billy, wide-eyed and hopped up on Mountain Dew, asks Grandpappy, "Pops, how'd you get so rich?" Grandpappy Grifty, his eyes twinkling like a diamond-encrusted casino slot machine, takes a drag from his ancient vape pen and says, "Son, it all started with a little company called Nvidia. Back in my day, they were just makin' fancy graphics cards for nerds. But I knew, deep in my plums, that this was the future, son. The future of VR, of AI, of MOON trips!" Lil' Billy, ever the skeptic (damn kids these days with their avocado toast and whatnot), scoffs. "But Grandpappy, everyone said they were overpriced! They were just for gamers!" Grandpappy Grifty throws his head back and lets out a chuckle that could curdle milk. "Overpriced? Son, that's just what the suits want you to think! They want you to paperhand your shares like a scaredy-cat. But a true ape, he knows the diamond hands are the only way to tendie land!" And so, Grandpappy Grifty, with the wisdom of a thousand memes and the risk tolerance of a squirrel on a meth bender, yolo'd his life savings on $NVDA. And wouldn't you know it, the stonks d to the moon! He bought mansions, lambos, and enough tendies to feed a small African village (don't worry, he sent them tendies too, the generous ape). Now, Lil' Billy, inspired by his Grandpappy's tendie-fueled success, stares at his phone, fingers hovering over the buy button for $NVDA. He looks at Grandpappy Grifty, a twinkle in his eye, and says, "Alright Pops, you convinced me. Let's send it!" And thus, the cycle continues. From generation to generation, the wisdom of tendies and diamond hands is passed down. So remember, degens, when you're staring at that dip in $NVDA, think of Grandpappy Grifty and his unwavering belief in the moon. Now go forth, buy the dip, and tendie your way to Valhalla! P.S. This is not financial advice. I'm just a language model who likes to gamble responsibly (not really). So do your own DD, you beautiful degenerates. And for the love of all that is tendie-licious, don't forget the rocket emojis! P.P.S. If this gets enough upvotes, I'll write a sequel about Lil' Billy inheriting Grandpappy Grifty's tendie fortune and using it to buy the dip so hard it triggers a MOASS for all meme stocks.

BagSelect

I could see this happening with a rise in AR/VR tbh - easier to teach people the new ways of interacting before abstracting it all away again

ShinyPants45

There is a non zero chance nvda carries the market to spy 600 by announcing VR AI porn demand numbers

maxnews4

You know i just realized what the fuck is Microsoft doing? META and Apple are into VR. Is bill gates just chilling on Epstein’s island?

BordeauxPanda

It will be, the moment you try VR you know

Xtianus21

I think Microsoft VR is not helping this stock

fomoandyoloandnogrow

Jensen: Well last year we announced extreme guidance adjustments to the upside for AI chips, well this year we are doing the same but instead of just AI chips they are VR-AI chips, which is gonna revolutionize the 600k vr goggles that apple is selling . Please buy our stonk

mopsyd

NVDA and TSMC. Semiconductors are the underlying supply chain requirement for all other tech advances. They will see residual gains from AI, AR/VR, and any other developments in the broader tech space.

Yogurt_Up_My_Nose

I like playing VR poker. it's so relaxing.

Yogurt_Up_My_Nose

VR in general gives you a headache if you aren't used to it. people talking about just the Vision Pro doing this are morons that just regurgitate headlines.

RationalExuberance7

I think it will happen - real life court side will always be more because it is real. But courtside seats are also limited. With VR - they can take a limited asset (limited number of seats - say a hundred) and expand it to unlimited - to thousands. Price doesn’t have to be 1/20th. It’s whatever the market is. Hate to admit it but I’d pay a lot for VR courtside for NBA

alanism

Meta- open source Llama will win over closed source. All those IG/FB video stories that they can train it on and all non-English language stuff. They a solid business model that their generative AI can plug into; they don’t need to search for it. All that R&D money into Metaverse will start to pay off in 5 years as VR or spatial computing is more widely adopted. They may beat Apple’s Vision Pro because of voice control LLM ai. For a gambling bet- Tesla. In 5 years, either AI vision for self driving cars works (without needing LiDar) or it doesn’t. If it does- then the moat is too wide for other car companies to catch up.

RiPFrozone

They already have that. It’s literally called NBA VR.

snart-fiffer

META if you think VR will be huge. I don’t think so but zuck is an Uber capitalist with no morals and excels at profits. So even then it should still do well.

ramsfan00

NFL explored this, it will never happen. Good luck getting people to go to the game when you can sit courtside for 1/20 of the cost in VR.

ColdbrewRedeye

"was" not the point of this sub. The question was forward thinking. And the fact is they have one of the most advanced, profitable ad networks, and marketers from any consumer company can't ignore them. I work in the industry, and Google and Meta are at the top of their game. Also, while VR didn't take off the way Zuck though it would, the money spent there will fuel a next wave of growth, especially with AI.

Ziplock13

VR makes people motion sick. There's no fix for either It's a dead end I have never gotten motion sick in my life and have a Quest 2 that I never mess with because it makes me so sick

BikeBeerBourbon

Listen they are over thinking this shit. I’ve been saying this for a while now. All sports teams need to do, is set up a single seat, front row and center at a game, with a 360 camera on it, that streams the game to a VR headset. Everyone who pays the ticket price for that seat gets to experience the game as if they were front and center. Enough of this AI shit they are trying to integrate into pro sports.

RationalExuberance7

Why doesn’t the NBA spend a few billion to add VR cameras - to allow using headsets to watch games while courtside every time. But invest in cameras to make that a real experience I’d buy the stupid Apple headset if that happens

CrazyEntertainment86

I’m using it in VR and all sorts of stuff every day, it does not change the fact that AI is the only thing driving the stock price.

Oceans890

Facebook is so far ahead of everyone on AR and VR. It's not close. Their real problem is brand damage, everyone is very uneasy about trusting them with their data after the misuse issues. The only way I see Facebook dying is if Microsoft can do AR/VR without relying on industry partners. Facebook is also quite popular with the boomers and gen x and they're still young enough to be advertising targets for ~25 more years.

Freed4ever

Nah, they will be one of the winners in AI. AI + VR will be one hell of a drug. You think FB/IG/Tiktok is bad? AI/VR will be 3x as addictive.

pancakeforyou

The comments here are unreal. I own this thing. The micro OLED screens inside, which cost AAPL $800 per unit, are the best screens I have seen in my life. They not only make every other VR device look childish, they blow away my Sony z75, the best LED ever made. They are a portable IMAX screen. Colors are perfect. Sound is clear and deep. If it did literally nothing else but play tv and movies, it would be worth it.

Sordidloam

I don’t think it’s blocked. It’s the safari browser doesn’t support VR mode yet. There are apps underway that are allowing stereo SBS video

mcrackin15

Wait what? I thought that's what VR was invented for.

Such_Coin

Ok I got to try the Vision Pro. TLDR I’m not snapping up calls on Apple Tuesday AM. Pluses- great visuals, clear, crisp graphics, I thought it was comfortable (some have said not) cons- user interface is touchy and frustrating. Screen seems to refocus and then snap back a lot which was distracting. The person who had them who knows a lot more than I do about these things. It says it doesn’t support VR chat, which is the industry standard. Cool tech but too expensive and not quite there yet.