“Maybe the Headset Isn’t the Way”

Immersive technology is more than goggles. Jason Moser and Matt Frankel discuss: 

- Apple’s bet on spatial computing
- A major interface problem for headset adoption
- Meta’s VR subscription service
- Less obvious companies that could benefit from a boom in immersive tech

Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, ATVI, CDNS, AMT, AXON

Host: Jason Moser
Guest: Matt Frankel
Producer: Ricky Mulvey
Engineer: Rick Engdahl