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Meta Reports First Quarter 2024 Results

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Re: Meta Reports First Quarter 2024 Results

#111

Post by dialogbox »

999900000999 wrote: post #58
xyst wrote: post #44

Earlier quoted context omitted.

I don’t see VR becoming mainstream. At least today anyways. It’s very niche. Hardware is clunky. The software is locked to Apple or Meta APIs. It’s difficult to explore when the manufacturers put up so many walls within their walled up ecosystems.

Within a decade, full VR will be available in a standard pair of glasses. Eventually we’ll probably move to a single OS that runs everything, your phone , computer , vr, will all be a single device( or course us old folks will probably still prefer monitor so).

I'm very skeptical about that. We don't even have the technology for such display can be implemented on transparent glass. Also we don't have that good battery tech which can drive such gear and smaller enough to be hidden in a glasses.

Even if we have all of those tech today, it will take long time to make it a mass production. IMH it will take at least decades to get that level.

Re: Meta Reports First Quarter 2024 Results

#112

Post by uejfiweun »

swatcoder wrote: post #92
goles wrote: post #73

Earlier quoted context omitted.

Surprised to see so many people negative on meta in this thread. I've used VR at conventions and buddies houses but I've been holding off on picking up a headset for a couple of revisions until they are in their sweet spot of development. Where most of the kinks are worked out, there's a good library of Apps and games, and doesn't require enthusist level commitment which I don't have the time or patience for anymore.…

Anecdotally, the pattern many of us have seen keep happening over the last 5+ years is that enthusiasm and novelty is very very high when first discovering these modern lightweight headsets but then usage just falls off a cliff after a while. You're in the first phase. Maybe the second phase won't arrive for you. They're extremely exciting, but seem to get a little same-y or something. Only insiders really know, but…

I think VR will gradually and massively extend the capabilities of humanity but not revolutionize them. Regular screens, phones, etc will still exist, they will always have a place in our society. But VR will more and more become an accepted and common tool, for use cases that are different from regular devices. Until suddenly you realize that indeed they are everywhere and you use them all the time. It's not going to be an immediate "revolution" the way ChatGPT was (I think you could probably say the same about any hardware innovation).

I think the closest comparison is that VR right now is like PDAs in the 90s. Yeah, everyone knew they were the future, but the hardware absolutely blew, And it took another 10-20 years to arrive at the perfect form factor of a smartphone. Lots of hardware innovations need to happen for VR - hell, not a single consumer headset has shipped with a vergence-accommodation conflict solution. But give it another 10-20 years and I am certain we'll be seeing that smartphone type moment.

Re: Meta Reports First Quarter 2024 Results

#113

Post by 999900000999 »

dialogbox wrote: post #111
999900000999 wrote: post #58

Earlier quoted context omitted.

Within a decade, full VR will be available in a standard pair of glasses. Eventually we’ll probably move to a single OS that runs everything, your phone , computer , vr, will all be a single device( or course us old folks will probably still prefer monitor so).

I'm very skeptical about that. We don't even have the technology for such display can be implemented on transparent glass. Also we don't have that good battery tech which can drive such gear and smaller enough to be hidden in a glasses. Even if we have all of those tech today, it will take long time to make it a mass production. IMH it will take at least decades to get that level.

You could wirelessly transmit from your phone, but this is a decade from now. No one knows how far tech will advance.

Rokid connected to a device in your pocket is already pretty close to the same experience.

Re: Meta Reports First Quarter 2024 Results

#114

Post by uejfiweun »

Zetaphor wrote: post #87
ApolloFortyNine wrote: post #21

Earlier quoted context omitted.

The fact that they spend more than everyone else does in the space combined just blows my mind. Their Horizon worlds is literally just a worst VR chat which was developed for And that $4 billion is just per quarter. I honestly would love to see a full breakdown. Nintendo's entire revenue is 12 billion, which is less than Meta VR spends alone, and that includes everything Nintendo does, including developing games. How…

I think it's reasonable to assume that a pretty large portion of this is going into R&D. They've shown multiple prototypes that are addressing different technologies/techniques for improving the clarity and quality of VR experiences. I could be mistaken, but I believe they were the ones to pioneer varifocal displays, a technology which has still yet to ship in an HMD. The earliest prototypes relied on physically movi…

I admit that I didn't like Zuck before. But I have to say, I am becoming a big fan of him, primarily due to his strategy in ML/AI for Meta, and his willingness to burn cash to solve the problems of VR. Zuck is many things good and bad, but certainly one of those things is that he's a nerd who loves technology and wants to move it forward, and I can't help but respect that massively especially given his results.

Re: Meta Reports First Quarter 2024 Results

#115

Post by VHRanger »

TheAceOfHearts wrote: post #110

I found this from the Business Insider article: > Facebook daily active users estimate: 2.11 billion > Facebook monthly active users estimate: 3.08 billion > Average Family service users per day estimate: 3.16 billion > Average Family service users per month estimate: 3.97 billion If I'm parsing this correctly, they have around 3.16 billion DAU across all services. That's an insane number of people. Which really make…

Messenger, whatsapp, instagram.

Also, there's a lot more people using FB than you think. Most people over the age of 50 are on FB, not IG/reddit/Tiktok

Re: Meta Reports First Quarter 2024 Results

#116

Post by yodsanklai »

TheAceOfHearts wrote: post #110

I found this from the Business Insider article: > Facebook daily active users estimate: 2.11 billion > Facebook monthly active users estimate: 3.08 billion > Average Family service users per day estimate: 3.16 billion > Average Family service users per month estimate: 3.97 billion If I'm parsing this correctly, they have around 3.16 billion DAU across all services. That's an insane number of people. Which really make…

Don't think you're representative of the rest of the world.

Re: Meta Reports First Quarter 2024 Results

#117

Post by nojs »

phillypham wrote: post #89
slily wrote: post #86

Earlier quoted context omitted.

They must have a very creative definition of "active user" because Zuckerberg gets 15-20k likes on his posts while I can scroll down X and find several posts a few hours old from random gimmick accounts with many times more. Taking that at face value to call Threads "the leader in its category" is comical.

Instagram shows posts from Threads in the feed. I accidentally click on these all the time.

It actually shows half of the post followed by …, making you think that by clicking it you’ll see the rest. But then you get taken to the App Store to download Threads.

Re: Meta Reports First Quarter 2024 Results

#119

Post by gu746 »

TheAceOfHearts wrote: post #110

I found this from the Business Insider article: > Facebook daily active users estimate: 2.11 billion > Facebook monthly active users estimate: 3.08 billion > Average Family service users per day estimate: 3.16 billion > Average Family service users per month estimate: 3.97 billion If I'm parsing this correctly, they have around 3.16 billion DAU across all services. That's an insane number of people. Which really make…

There is a book called Sub Prime Attention Crisis which claims all these metrics are bogus. Written by an Ex Googler.

Total available attention is finite. Yet content keeps exploding. There is only one conclusion.

Re: Meta Reports First Quarter 2024 Results

#120

Post by epolanski »

gu746 wrote: post #119
TheAceOfHearts wrote: post #110

I found this from the Business Insider article: > Facebook daily active users estimate: 2.11 billion > Facebook monthly active users estimate: 3.08 billion > Average Family service users per day estimate: 3.16 billion > Average Family service users per month estimate: 3.97 billion If I'm parsing this correctly, they have around 3.16 billion DAU across all services. That's an insane number of people. Which really make…

There is a book called Sub Prime Attention Crisis which claims all these metrics are bogus. Written by an Ex Googler. Total available attention is finite. Yet content keeps exploding. There is only one conclusion.

Interesting, but then, how can it fool advertisers?
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