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All the parts and pieces to make the iPhone were available in the 2000s.

I’m not so sure about VR. It’s a huge power hog. Either the battery life would be limited or you’d need to carry around a backpack to keep it running or it would stay at your desk with more wires in your head than a William Gibson protagonist.

I could see some limited use cases for VR, like training and education. But as a replacement of the world in the way smartphones have been? I just don’t get how that will be physically/technologically possible.

But if there’s evidence to the contrary believe me I would love to change my mind.




To be clear, I don't think most people will live in VR for all of their waking life (although some will).

But I do think VR has the potential to be "huge" like cellphones, in the way that nearly every kid in the world has a headset, and spends hours of time in there each day. I think it can eat up a ton of time currently spent on movies, TV, video games, socializing in places like Minecraft or Roblox, concerts, sports games, etc. The average person spends way too much time watching TV for example, but if every kid in the world wants to spend 2 hours per day in VR instead of watching TV, that will be an enormous TAM notwithstanding that people won't want to literally live in VR with all day battery life. Although there will always be outliers, and I think there will be many people that will easily choose to spend 8 hours + per day in VR.

And even currently, the Quest 2 provides hours of battery life without wires, which will only continue to improve.

How old are you by the way? Today phones last nearly all day, but people used to carry around multiple phones for their batteries and swap them out. IF they are at home, they could do the same with VR until the battery life improves.




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