Virtual Reality as an Investment Reality

The video discusses survey findings on consumer intent across various countries, highlighting a tipping point in consumer interest due to price and intent. It explores the importance of content ecosystems in driving device adoption, drawing parallels with the iPhone's app ecosystem. The discussion includes unit economics, focusing on component costs and potential cost reductions. The video concludes with market strategies and potential winners in the VR space, emphasizing the role of content and hardware integration.

What were the three pieces of proprietary evidence mentioned in the survey findings?

How does consumer interest in devices vary across different markets according to the findings?

What role does content play in the ecosystem of device adoption?

What challenges are associated with the unit economics of devices like Oculus and PlayStation?

Which companies are identified as potential winners in the VR market and why?