$750.42
24h
-3.42%
25 Sep, 10:34
Long-term bullish thesis on Meta's metaverse and AI potential
Bullish-3.49%
AI Summary
The author expresses a long-term bullish view on Meta, arguing that maturing GenAI, VR, and brain-computer interface technologies will eventually revive the metaverse and position Meta as a dominant $10 trillion company.
Wouldn't it be poetic if the metaverse ended up making $META a $10T company?
I wonder about the potential of combining GenAI with the metaverse
I understand that the investment required to build these worlds was too high
But today? Marginal costs should trend toward zero
The metaverse failed because it was an idea that came in the wrong technological era
Once we can create hyperrealistic virtual worlds combined with brain-computer interfaces and advanced headsets, the potential is insane
Maybe 10 years from now, we're all hooked on some VR world, and Meta ends up being the company behind it all