Invest Like the Best with Patrick O'Shaughnessy on Apple Podcasts
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joincolossus.comThe VR race is back on, with Apple's Vision Pro being launched this month, and the Quest outselling the XBox. I've invested in a handful of VR/AR/spatial startups, and have some big lessons learned that might be interesting.
The big question:
Is VR/AR/spatial the next big computing platform?
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andrew chenx.comThe best companies create their own sectors. As a general matter, the most promising companies (at least from our perspective as investors) tend to share a few characteristics:
They are not popular (popular investments tend to be pricey; e.g., Groupon at so many dozens of billions).
They are difficult to assess (this contributes to their lack of popu... See more
They are not popular (popular investments tend to be pricey; e.g., Groupon at so many dozens of billions).
They are difficult to assess (this contributes to their lack of popu... See more