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It goes up one more jump. Yeah. And audio, all that stuff's just going to keep getting better very quickly.
I think once Roblox or like the horizon thing, which was like their version of Roblox really takes off.
I just think Twitter's in like a lose-lose situation here.
if the Musk deal falls apart, the stock's going to tank, you know, everybody's underwater and they have to maybe find some kind of offer that's from someone else that they didn't want in the first place. So it's going to be really messy.
I think the next, if we talk again in a year, when Apple's out and Cambria for Meta is out, I think we might be having a different discussion about like VR in general honestly, because AR will be the, the, the race to AR.
Meta will release a cheaper, phone-tethered AR device code-named Hypernova in 2024.
What happened: Meta has not released a phone‑tethered AR device named Hypernova in 2024; the product remains in prototype or limited testing phases with no consumer launch.
Verify at source ↗Meta will release its high-end mixed reality headset, code-named Cambria, in 2022.
What happened: Meta did not release its high‑end mixed reality headset code‑named Cambria in 2022; the project was delayed to 2023 and no commercial product bearing that name appeared that year.
Verify at source ↗Meta's first AR glasses, code-named Orion, will launch in 2024 and cost thousands of dollars.
What happened: Meta has not released any AR glasses under the Orion code name, nor announced a 2024 launch; the product remains unlaunched as of mid‑2026.
Verify at source ↗And you mentioned Google and you know, I wrote this story about Google developing its own mixed reality headset that I've heard you talk about on the show, Jason. So thank you. Um, it's, uh, Google is experimenting. The problem with Google is they don't have that founder bent on this, you know, when Larry and Sergey were there, Sergey especially glass was his baby. The magic leap investment was his thing. Um, with them gone, I haven't really gotten a sense. I do think Sundar thinks it's going to
Yeah. And Google has much better AI than Facebook, which we should know. Or anybody. A key component of this. Exactly. Google wins there. They have maps. They have really key assets, assistants that Apple and Facebook are way behind on.
And I hear how Apple is internally reacting to what meta is doing and they're hiring all their same people. That's a big factor here is the talent. So, uh, meta is scooping up talent from Apple and others. And there's been reports about Apple doling out additional grants to AR engineers just to keep them because meta is so aggressively poaching and driving up the price of AR talent kind of across the industry.
So this will, the headset will have spatial audio. It'll have these detachable swappable bands to put on your face with one with like a battery pack. Um, it's going to be expensive thousands of dollars
Apple's got this pretty advanced mixed reality headset. So it's, it's VR, but it's kind of tricking. It's, it's AR too, and you'll be able to kind of seamlessly go between both, but it's really designed for indoor use. Apple's AR glasses to wear outside are not coming for a long time. Um, but Apple has that coming, and I think they may announce it, uh, as soon as the end of the year, there's been some supply chain reports that they may delay shipping into early 20, 20 goggles.
I think some of this stuff is not totally connected, but there is this real animosity between Zuck and Tim Cook on a lot of ways. I mean, they really represent two of the, you know, kind of dominant worldviews in building in Silicon Valley, where one is free ad supported as cheap, as accessible as possible. And Apple is luxury, high margin, respect your privacy, and in turn, give us incredible margin on our hardware.
Because Apple is also gearing up to attack meta on this kind of AR hardware strategy. So, uh, he's really, you know, he wants to beat Apple. I mean, this is, I think this is going to be the biggest big tech business, uh, feud over, you know, the next version of computing for the next decade.
the best talent is not going to work, want to work at a, at a private startup like that. They're going to want to work at Apple or meta.
It goes up one more jump. Yeah. And audio, all that stuff's just going to keep getting better very quickly.
I think the next, if we talk again in a year, when Apple's out and Cambria for Meta is out, I think we might be having a different discussion about like VR in general honestly, because AR will be the, the, the race to AR.
And they're very paying attention to how Meta is doing it.
I think once Roblox or like the horizon thing, which was like their version of Roblox really takes off.
Quest sold more units last year than Xbox.
They're going to want to work at Apple or meta. I think those are the only two meaningful players in the near term.
I think Zuck sees this as like, I've got to get out of the thumb of Facebook and Google on mobile. I've got to make my own platform.
meta is hiring the best across everything, across optics, across thermal. They're hiring Apple supply chain people. They're literally sparing those expense on talent and it's like, buy whatever you want. Cause they can, cause the antitrust scrutiny isn't really in that area.
I see this playing out like iOS and Android. And I see at the current state of things, Facebook meta being the Android to Apple's iOS all over again in this race where it's cheap, it's more affordable. It's maybe not as powerful, maybe not as good of an app store, but it's good for a lot of people. And I see that being the way that they compete because they can't outcompete Apple on supply chain on industrial design. They know that they're certainly trying. And I think they'll impress people.
someone pretty senior on it was like, you know, if this thing works at scale, everything else doesn't need to matter. We invented the next keyboard and mouse.
Meta's releasing a smartwatch, by the way, as soon as this year that will then tie up with the glasses, where you can literally think to control them and you get a phantom limb, where you can like control a phantom limb with your mind.
Apple is also gearing up to attack meta on this kind of AR hardware strategy. So, uh, he's really, you know, he wants to beat Apple. I mean, this is, I think this is going to be the biggest big tech business, uh, feud over, you know, the next version of computing for the next decade.
Zuck is kind of in the mindset of your margin is my opportunity. So he's looking to subsidize this hardware, like the quest to for instance, is sold basically a loss, maybe borderline break even, um, just so that they can get it out into the world and get adoption going.
the specs are cool. They have custom, fully custom silicone waveguides, full color AR pretty wide field of view for AR, battery life which may not sound impressive but is actually pretty impressive compared to what's on the market right now.
they're committing to three generations up front starting in 2024 through really the end of the decade. But the first version is not going to sell that much and it's going to be very expensive.
if the Musk deal falls apart, the stock's going to tank, you know, everybody's underwater and they have to maybe find some kind of offer that's from someone else that they didn't want in the first place. So it's going to be really messy.
I just think Twitter's in like a lose-lose situation here.
employees are mentally already in the space of when we get taken over what happens. So it's almost like mentally, Elon's won.
the tone throughout, I was told it's very clear Twitter is going to fight this.