Zuck is creating a metaverse 2.0 with all the AI spending. Those stupid VR worlds he wasted billions on that nobody used. Market is pricing in a failure for their LLM. They just need AI to sell more ads. No one is opening Facebook to ask its LLM a question.

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Well they literally aren't decades lol helios and Vera rubin are very comparable with helios having more memory which could be better for inference and agentic with VR having more raw speed which is better for training. I like the stock but it's going to be hard for them to have lots of price movement imo. The market clearly doesn’t buy their long-term ability to maintain 90% market share and 80% margins and hasn't for over a year otherwise they'd be a 10T company

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> Metaverse was reality labs which was largely [r/d](r/d) into vr and ar. Not a loss at all. It has to be used to make a successful product to not be a loss.

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Many 'sure thing' technologies never became a thing. Generally, if something has a future, people are excited about it even when it's shit, it doesn't need to be good enough for people to use it. They watched hours of TV every night when it was a tiny black and white screen in the corner of the room, they carried around giant Nokia bricks that could barely send a text and were expensive to use, even normies would spend hours every evening in AOL over 56k, waiting minutes to download a single grainy picture. VR/AR have been around for years and no-one cares, no matter how much better the technology gets. Even Apple couldn't get people to give a shit about the Vision Pro.

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He made one of the most successful products in the world lol? And you’re thinking of horizon world. They spent a couple million on that game. Metaverse was reality labs which was largely [r/d](r/d) into vr and ar. Not a loss at all. The 80 bil loss on a video game shit is a meme.

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I think we're just saying different things and that's OK. You are saying the tech is overhyped and isn't coming in the near future, and I'm in full agreement. But then if you'll allow me to add more nuance to your earlier statement, how would this read? >Yes I'm saying AR won't be a thing [in X years]. >It will not. What's your largest value for X in that sentence that you feel comfortable arguing? 10 years? 30 years? 100 years? I think that answer is worth thinking about, and it might be where we disagree. >but I just don’t think it’s gonna become integrated the way phones are...Everyone has a phone because you can put it in your pocket when not using it. True, but I think we also all intuitively understand that phones are crappy. People sit on their couch and stare at a tiny screen for hours and they feel like shit. AND smartphones have hit the world in an incredibly short amount of time (since around 2010 or so?), so I won't be at all surprised when they are replaced by a better technology. I'm not an AR stan, this is essentially the only comment you'll find of mine supporting it, if anything my comment history is full of complaints and skepticism over VR 5-10 years ago. >You are in that group. AR will not be a thing. Anway if you want to paint me with a wide paint-brush I won't stop you. But I do think there's more to this whole topic than you let on.

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