That could kick off a gradual trend that lifts all boats in the VR/AR waters. Though I don't expect Apple Vision Pro will be the device that propels spatial computing to the forefront, I do believe that successors to the headset (cheaper and more capable iterations) could. Apple ( NASDAQ:AAPL) and its Vision Pro spatial computer may be the device that advances the field by leaps and bounds over the next two to three years.ĭoubt Apple, if you will, but the company seems to know when to bet big on a specific emerging technology. Instead, the adoption of devices could take place steadily over time. For the Metaverse and spatial computing, I don't think there will be one. It's never easy to tell when the tipping point will be. These days, LLMs (or AI-powered chatbots) are the talk of the town, with many firms that need to get in on the action or risk being left behind as the so-called "Fourth Industrial Revolution" plays out. Just look back to a year ago when many people were oblivious to LLMs (Large Language Models) like ChatGPT. Don't Count on a Sudden "Tipping Point" for the Metaverse and Spatial Computing The Metaverse may be much closer to "taking off" than many realize. When it comes to the Metaverse, I do not believe there is time to follow the herd with regard to capital allocation. The mentality in this high-rate environment has been all about cost cuts and driving up efficiencies. In any case, Roblox is still investing with growth in mind. Should the Metaverse become a hot topic again, though, Roblox is one of the names that could quickly heat up.
It's this uncertainty that's kept the broader basket of metaverse (or VR/AR) stocks from blasting off.
As for the Metaverse, it's tough to tell when the "gold rush" will begin. Undoubtedly, AI seems so much closer to entering its prime, and with that comes monetization (or money-saving) opportunities that may be realizable over a nearer-term time horizon. Though Meta still seeks to become a pioneer in the Metaverse (or spatial computing), a lot of enthusiasm has shifted over to other trends, including AI. Meta Platforms ( NASDAQ:META) helped spark initial metaverse hype when it decided to shift gears and go after the new medium of growth. Renewed Metaverse Enthusiasm Could be Hugely Beneficial for Roblox Stock
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