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Can $FB ride the next trend of Human Machine Interface (HMI) with Virtual & Augmented Reality?
Significant value creation comes from the company that dominates HMI. It’s why $AAPL has become of the best businesses in the world.
Can $FB ride the next trend of Human Machine Interface (HMI) with Virtual & Augmented Reality?
Significant value creation comes from the company that dominates HMI. It’s why $AAPL has become of the best businesses in the world.
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Human Machine Interface is the hardware or software through which an operator interacts with a controller.
A HMI can range from a physical control panel with buttons and indicator lights to an industrial PC with a color graphics display running dedicated HMI software.
Human Machine Interface is the hardware or software through which an operator interacts with a controller.
A HMI can range from a physical control panel with buttons and indicator lights to an industrial PC with a color graphics display running dedicated HMI software.
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Since the digital revolution, we have seen many shifts in HMI trends.
The late 20th century consisted of desktop computers that gradually became smaller & faster. It changed the workplace dramatically.
Since the digital revolution, we have seen many shifts in HMI trends.
The late 20th century consisted of desktop computers that gradually became smaller & faster. It changed the workplace dramatically.
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In the early 21st century the HMI trend shifted towards laptop computers, tablets and mobile phones.
HMI’s became a more regular part of day to day life. It was a lot more accessible.
Thanks to companies like $FB it also became a lot more social.
In the early 21st century the HMI trend shifted towards laptop computers, tablets and mobile phones.
HMI’s became a more regular part of day to day life. It was a lot more accessible.
Thanks to companies like $FB it also became a lot more social.
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The next logical progression for HMI seems to be VR & AR. It’s pretty undeniable at this point.
$FB have made a significant bet on this being true. Shareholders need to be believers in VR/AR becoming the next mobile phone or computer.
The next logical progression for HMI seems to be VR & AR. It’s pretty undeniable at this point.
$FB have made a significant bet on this being true. Shareholders need to be believers in VR/AR becoming the next mobile phone or computer.
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If we speculate further into the future, some people would suggest the next trend of HMI beyond VR/AR could be a direct computer to brain interface.
Elon might be one step ahead of Zuck with #Neuralink
But for now let’s stick with VR/AR.
If we speculate further into the future, some people would suggest the next trend of HMI beyond VR/AR could be a direct computer to brain interface.
Elon might be one step ahead of Zuck with #Neuralink
But for now let’s stick with VR/AR.
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In my mind, the question isn’t if VR/AR is the next trend of HMI. That probability is fairly high.
The question for $FB shareholders is how is Meta going to be the dominant player? And how much capital is at risk to make that happen?
In my mind, the question isn’t if VR/AR is the next trend of HMI. That probability is fairly high.
The question for $FB shareholders is how is Meta going to be the dominant player? And how much capital is at risk to make that happen?
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$GOOGL, $AAPL, $MSFT, $TCEHY and almost every other large tech company is aware of this trend towards VR/AR and is throwing capital towards it.
But I think it’s fair to say $FB has prioritised and put more capital towards VR/AR than anyone else.
$GOOGL, $AAPL, $MSFT, $TCEHY and almost every other large tech company is aware of this trend towards VR/AR and is throwing capital towards it.
But I think it’s fair to say $FB has prioritised and put more capital towards VR/AR than anyone else.
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In short, if $FB can be what $AAPL has been with smart phones for VR/AR, than the current valuation would be incredibly cheap.
I’ll write about this more in my next newsletter write-up on $FB out in two weeks. Sign up for FREE at:
Seekingvalue.substack.com
In short, if $FB can be what $AAPL has been with smart phones for VR/AR, than the current valuation would be incredibly cheap.
I’ll write about this more in my next newsletter write-up on $FB out in two weeks. Sign up for FREE at:
Seekingvalue.substack.com
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Also a big shout to @fallacyalarm for his $FB write-up covering this concept. Go and check it out and subscribe.
fallacyalarm.substack.com/p/from-generat…
Also a big shout to @fallacyalarm for his $FB write-up covering this concept. Go and check it out and subscribe.
fallacyalarm.substack.com/p/from-generat…
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