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iwontberudeyesterday at 7:28 PM1 replyview on HN

Exactly, they will pivot back to AR/VR


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mysteriayesterday at 7:57 PM

That's going to tank the stock price though as that's a much smaller market than AI, though it's not going to kill the company. Hence why I'm talking about something like robotics which has a lot of opportunity to grow and make use of all those chips and datacenters they're building.

Now there's one thing with AR/VR that might need this kind of infrastructure though and that's basically AI driven games or Holodeck like stuff. Basically have the frames be generated rather than modeled and rendered traditionally.

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