“Maybe the Headset Isn’t the Way”

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The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 8 July 2023

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

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Summary

Immersive technology is more than goggles. Jason Moser and Matt Frankel discuss: - Apple’s bet on spatial computing - A major interface problem for headset adoption - Meta’s VR subscription service - Less obvious companies that could benefit from a boom in immersive tech Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, ATVI, CDNS, AMT, AXON Host: Jason Moser Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	From reports that I've read, Metis having a lot, they're not having trouble selling their
0:05.7	quest headsets.
0:06.7	I mentioned 20 million sold so far.
0:08.8	The overwhelming majority is the newer the Quest 2, the Quest 3's due up later this
0:13.3	year.
0:14.3	They're struggling with retention, meaning keeping people engaged.
0:17.8	I mean, a lot of tech companies have a similar problem.
0:20.7	How many people bought a peloton during COVID and now it's a code rack because engagement
0:27.8	fell off after a while, we'll bet it's having kind of a similar problem.
0:34.5	I'm Mary Long and that's Motley Full contributor Matt Frankl.
0:37.8	He caught up with Jason Moser to talk about the boom in immersive technology.
0:41.7	They discuss how Apple's Vision Pro stands out for Metis Quest headset, the consumer and
0:47.0	industrial use cases for immersive tech, and three less obvious companies that could benefit
0:52.4	from this trend.
0:55.2	Matt, this week we're jumping into the wide world of immersive technology.
1:00.6	We got virtual reality, augmented reality, there's mixed reality.
1:04.8	These are all certainly becoming more popular conversation these days.
1:09.7	Today we want to cover the latest in Apple's headset aspirations.
1:13.2	We'll also talk about Metis latest subscription offering.
1:16.3	And we're also going to talk about some alternative ways to invest in this new computing paradigm
1:23.0	beyond the obvious names.
1:25.0	But Matt, let's get started here with Apple because this is the big news recently.
	...

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