February 9 2024 Friedberg is back Apple Vision Pro Better than MetaQuest Pro - no dizziness and disconnectedness apparently Lots of image collection, data collection, etc can be done while you’re working Enterprise applications - data is being ingested in real time Workforce can be trained by the goggles in a way video can never do Relate this to how young people are having bad outcomes because of technology and social media - might exacerbate it When Apple comes into the race, its the starting gun for the space Friedberg predicts they will get $100B in sales over the next 5 years You can do all your work without people seeing your screen, etc Jason thinks its an enterprise device Chamath, Friedberg, etc have strict rules for their kids’ electronics Can also go long SSRIs, etc with Apple Meta vs Snap Meta is rocking, Snap is rocked Snap has voting imbalance and maybe that’s what’s hurting them A different kind of investor will go to them because they have no say ...