Here are our thoughts regarding VR:VR will gain mass adoption regardless of the speed of hardware and content development. It's inevitable, no medium ever created is more powerful. Two dimensional screens are abstractions that we have adapted to but we are three dimensional beings. VR renders 3D experiences that induce cognitive and physiological responses because it convinces our brains the we are having "real" experiences. These immersive, persuasive and empathy-inducing experiences are irresistible.With that said, while content and tech are highly synergistic, we would give content a slight edge in importanceFor mass adoption hardware needs to crack the code of: Powerful, Simple and Cheap. So far, the most successful “high end”hardware is the PSVR which is simple and cheapAs part of the "simple" criteria, hardware will also need to be mobile and non-tethered (we are getting close in headsets - Oculus Go - and 5G networks will be key to delivering powerful, non-tethered content)Inexpensive headsets will drive adoption, great content will keep people coming back.Content needs to move beyond gaming and deliver amazing experiences for general entertainment, social engagement and training/education. Interactivity is key to a compelling experience.If they are interested Jerry and I are available next Tuesday-Thursday (Jan 19-21) from 11AM-2PMCheers,J
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