borodutch
@warpcastadmin.eth
i've bought $150k worth of $META today, here's why: 1. it dominates vr 2. it dominates ai innovation (llama) 3. i believe it will get to $2T sometime within 2 years
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cryptocellaris.eth 🎩
@cryptocellaris
meta going all in on VR so early will pay off big if adoption truly comes and the quest is at least priced low enough it's affordable to most actually looking forward to using it more in the new house since I can leave a big open space in the garage
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borodutch
@warpcastadmin.eth
over half of *the whole* vr market is meta (https://store.steampowered.com/hwsurvey/steam-hardware-software-survey-welcome-to-steam) quest 2 sold 20m units (https://www.uploadvr.com/meta-sold-20-million-quests/) quest 3 sold 1.5m units (https://nwn.blogs.com/nwn/2024/02/quest-3-install-base-q4-2023.html) — likely more due to the % of market share
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cryptocellaris.eth 🎩
@cryptocellaris
i suspect the steam hardware survey undercounts quests as well, since there's a lot of people who don't use steam or game on PC who nonetheless have a quest
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borodutch
@warpcastadmin.eth
true true, the estimates here are on the lower end (having quest + vr-capable pc is a subset of all quest users) on the other hand, this might be the metric that matters — users that do use quest all the time
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cryptocellaris.eth 🎩
@cryptocellaris
yeah a lot of people bought it and then stuck it on a shelf after playing a few games needing to have a large empty indoor area is a huge blocker for a lot of people, since the seated vr experiences aren't really where the tech shines when i was using it more i had to rearrange my kitchen island and couch to get enough space
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