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bullish
The Reality of Mixed Reality
SUMMARY
- The world does not need another opinion on the Vision Pro, the Apple mixed reality device whose launch coincided with Meta earnings, but I will share mine so I can understand my thought process in the future.
- I have the right to be wrong. The revenue share of Meta’s FRL is so small it might seem redundant to give it so much limelight.
- But, directionally, it’s an important category for the company. With a launch of this scale, the hyperbole and sensationalism rhyme with things we’ve seen in decades past.
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