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I agree with Jason. I think it's an incredible acquisition. Number one, it changes the narrative. It augments the narrative of SpaceX being an AI-native platform.
I agree with Jason. I think it's an incredible acquisition. Number one, it changes the narrative. It augments the narrative of SpaceX being an AI-native platform.
you know hit hololens is janky right now but yeah obviously they'll get that down to $200 and it'll just work well
there's lots of opportunities to build really interesting products and services that would do hundreds of millions if not billions of dollars revenue but were quote-unquote too small for Google
I am bullish on however the major platforms investing billions of dollars in it because again that actually makes sense so for Google or Facebook is investing billions of dollars why not a long term exactly they can take a long term view 10 years 15 years invest billions tens of billions and maybe they may create the form factor that that's excellent on AR
in the early days I think there was a draw to Google because of the change the world mission that's one and the second was all the talent people working there and so for the period of time that I was there I think it was 2004 to 2012 in the first in the first they know that the up until 2007 or so Google really didn't have any competition in terms of hiring it was only when Facebook showed up in around 2007 that Google actually faced serious competition in terms of hiring
I think that gave Google a really big opportunity to hire up basically you know all the talent in the Bay Area from like you know the early 2000 period to like the mid mid to late 2000 ended and they did so famously in a way the cynical look of it was to keep people from creating competitors
the uber secondary that Masayoshi Son did was from on the Nasdaq I know because I sold some to him
I actually don't find any of the experiences compelling because I have the $2,000 version and it's still not compelling to me
I actually think this is DOA