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Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
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Wouldn't it be poetic if the metaverse ended up making $META a $10T company? I wonder about the potential of combining GenAI with the metaverse I understand that the investment required to build these worlds was too high But today? Marginal costs should trend toward zero The metaverse failed because it was an idea that came in the wrong technological era Once we can create hyperrealistic virtual worlds combined with brain-computer interfaces and advanced headsets, the potential is insane Maybe 10 years from now, we're all hooked on some VR world, and Meta ends up being the company behind it all
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