Ben Gilbert: belief

Transcript context

…Well, Facebook still hasn’t done much in VR. I mean, that’s the other thing that, you know, it’s just so early, right? Even three years later after the acquisition, best guesses are it’s growing and growing quickly but I bet there’s certainly still well less than a million daily active VR users out there in the whole world, compare that to like 6 billion daily active users, 6 billion in mobile. So I think Facebook is still totally fine. I think so too. Which is interesting to think about in grading the acquisition as they’ve so far paid $2. 8 billion for a thing that they would have been completely fine without, but it’s a long bet. Yeah. Tech themes.…

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