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Fred Stein's avatar

I share your skepticism on VR goggles, and your trouble with the name Meta for the same reason. Immersive 3D experiences are a niche market and definitely not a new Metaverse.

The console game market serves as a proxy for TAM. It could be expanded to sports and rock concert viewing. But even these and other niches remain marginal, limited by age, gender, and affordability. Since VR goggles are not do-all products like SmartPhones or SmartWatches, the cost cannot be amortized across other end-user benefits.

Ironically, Apple has the best, by a wide margin, chip and software technology plus 23 million developers in their ecosystem. But will they release such a non-mainstream device?

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Patrick R's avatar

Pretty sure Tesla is a meaning company as well. Evidence: public awareness of its mission, its social media following, its brand strength, its attractiveness to employees and customer loyalty. All of which have been quantified.

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