Palmer Luckey

too arrogant.

But if there's going to be a new defense prime, and I don't know how to define it exactly, but let's say if there's going to be a new company in that top five that get 80% of the spending, I think Anduril is by far the most reasonable bet.

And I don't know if we're going to get to number one in my lifetime, but I am certain that we are going to get to the top five in the next decade.

I love it.

I'm a big fan of what Apple is doing.

It's not going to lead to mainstream adoption of VR, but that's not the point.

That's not what they're trying to do.

I'm so pissed off by all the analysts who are talking about how few headsets they're going to sell with the Vision Pro.

But you got to look at the name.

It's the Vision Pro.

They are not trying to make a mass market product.

What they are doing is trying to make a VR headset that everybody wants, even if it's not one that they can afford.

They want to make VR something that everyone understands, that they want in their lives.

They see people using it and say, wow, I want that for myself, but I'm too poor.

If that is what Apple can accomplish, they will have no problem down the road when they make a lower cost version of that headset.

It's $3,500.

they have a very clear path to making that headset for hundreds of dollars.

There is nothing in there that is not going to be very commodity in just a few years.

The displays in it are extraordinarily expensive because they're practically engineering samples from the display provider.

But those displays are going to come down in cost to under $100.