More or Less

#33: Yes/No, Vision Pro? w/Special Guest Brian Singerman of Founders Fund

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As the Morin household goes full Vision Pro, the gang reveals what everyone is missing about the device. Plus, the earthquake through digital media and (maybe) the end of AI everything.

Takeaways

  • The Apple Vision Pro offers a truly immersive and transformative experience, changing the way users think about computing.
  • The Vision Pro represents a new computing paradigm and has the potential to expand into various devices and accessories.
  • Developers will play a crucial role in exploring and innovating new use cases for the Vision Pro.
  • The joint streaming service for sports by major networks reflects the significance of sports in the media industry and the growing demand for streaming sports content. Streaming services are disrupting the traditional cable industry, but the challenge lies in the fragmentation of content and the lack of a comprehensive aggregator.
  • The demand for a comprehensive sports package remains high, as sports fans struggle to find a streaming service that offers all the games they want to watch.
  • Esports has not yet reached its full potential in the United States, as it lacks the community engagement and water cooler conversations that traditional sports have.
  • The venture capital industry is constantly evolving, but the key to success remains investing in the few companies that truly matter.
  • AI is no longer a standalone category in venture capital, but rather a tool that is integrated into various industries and sectors.

    • Show Notes

    00:00 Introduction and Special Guest
    03:01 Discussion on Apple Vision Pro
    11:00 Impressions and Potential of Apple Vision Pro
    17:26 Competition and Future of Apple Vision Pro
    25:08 Developer Perspective on Apple Vision Pro
    34:48 Discussion on Joint Streaming Service for Sports
    35:44 Streaming and the Cable Industry
    36:13 Challenges of Streaming Bundles
    37:40 Need for a Sports Package
    39:05 Competition and Market Share in Streaming
    41:37 Future of TV News
    43:24 Challenges of Esports
    50:28 The Changing Landscape of Venture Capital
    52:06 Evolution of AI in Venture Capital

    ...more
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    More or LessBy Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin
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