Ben Gilbert: evaluation

Transcript context

…But I think actually the right way to think about this is through the same lens as FAIR. It’s a research lab in the same way that FAIR is a research lab. And it was like, oh great, $2 billion to kickstart the research lab. Fantastic. All right. You and I have both tried Orion. It is unbelievable. Fantastic. Very clearly a path to the next generation of computing device. I don’t know if this is going to be the winning company, I don’t know if that’s going to be the exact winning device, but never have I been so sure that a mainframe very far away from me, to converting to a PC which lives three feet from me, converting to a phone that lives in arm’s length from me. The next logical step is glasses that live on my face. I used to sound ridiculous, then you and I tried Orion, and now I’m like oh yup, that is going to replace or augment my phone in whenever these things are commercially available and consumer grade. I’m glad we waited do this episode because I think I would’ve had a pretty different take having only tried VR headsets, Vision Pro, and big googly things over the years, I think I would’ve been unconvinced frankly because I didn’t think it was possible to put something in that small of a form factor. That is the current product experience that you and I have recently had. Now let’s look at the business strategy and the financials of how we have gotten here and why. There are two ways to look at reality labs. The first way is to answer the question, what would have to be true about the business to be great on its own and justify all this investment? And let’s level-set on how much investment has gone into it.…

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