Published Feb 9, 2024

E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

Dive into the world of tech and finance as the hosts explore Apple's Vision Pro's revolutionary impact on computing, dissect AI's role in shaping venture capital with proprietary data, and unravel the commercial real estate crisis threatening equity and pension funds.

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Episode Highlights

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Dexa/All-In Podcast

E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

Topics covered

Popular Clips

Tech Addiction Debate

Real Estate Crisis

Commercial Real Estate Crisis

New Computing Frontier

Corporate Restructuring Woes

Open Source Insights

AI Data Advantage

Meta's Competitive Edge

Diminishing Returns in AI

Speed and Performance

Custom GPT Revolution

Meta vs. Snap Dynamics

Economic Value of Models

Apple Vision Pro Insights

Open Source Economics

Episode Highlights

Commercial Real Estate Challenges

AI Investing Strategies

VR and Computing Innovation

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E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

Topics covered

Popular Clips

Episode Highlights

Commercial Real Estate ChallengesThe office real estate market is undergoing a severe crisis, with equity values significantly diminished and pension funds at risk. This situation is compounded by high leverage and the "pretend and extend" strategy, which delays financial reckoning.

Commercial Real Estate Challenges

AI Investing Strategies

VR and Computing InnovationJason Calacanis, Chamath Palihapitiya, and David Sacks explore the transformative potential of Apple's Vision Pro. They discuss its current capabilities, future possibilities, and the broader implications for productivity and society.

VR and Computing Innovation

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