“Maybe the Headset Isn’t the Way”

This podcast episode explores the recent release of Apple's Vision Pro headset, discussing its design, features, and potential adoption rate. The speakers speculate on the role of spatial computing, the potential for AR headsets to become commonplace, and the significance of gaming as a core use case for headsets. They also discuss alternative investment strategies in immersive technology, such as Cadence Design Systems, Applied Materials, and Axon Enterprise.