The headset race continues. You're listening to Motley Full Money.

I'm Ricky Mulvey joined today by Jason Moser.

Jason, how you doing man?

Hey Ricky, I'm doing well.

How about you?

I'm doing pretty well.

Good.

We got a developer conference yesterday.

That gives us some fodder to talk about.

And did you forget that Meta was a Metiverse company?

Did you forget about that?

No, I didn't, but I tell you,

it does seem like the Metaverse is kind of taking a little bit of a backseat here to AI recently, which I reckon is understandable.

It is, it is back.

Yesterday, the Connect Conference, we got some AR VR updates, some artificial intelligence

announcements that I think are pretty interesting to parse through. Most significant was when

Mr. Zuckerberg went on stage and showed a prototype of glasses called the Orion.

Maybe a little bit of a response to Apple there.

This thing does not have a battery pack and you can see the outside world

with holograms overlaid on what you're seeing.

Early reviews from the journalists who are allowed early access to go see this product

have been very positive, though I want that qualifier in there.

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