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🍪 Zuck's Vision Pro review, plus Lyft says, "my bad"

Happy Thursday, friends. This is Bite Sized Beta. We’re the Temu to your tech Superbowl. We just keep comin’ back with more.  

But for real, is it just me or did everyone else also learn that it's "teh-moo" not "tee-moo?"

Here’s what we’ve got on deck this week.

In the oven this week:

  • 💸 Lyft’s big mistake

  • 🤖 Zuck says, “no thanks” to the Vision Pro

  • 🗳️ Poll of the week: who will win the headset wars?

  • 🍪 Cookie crumbs: 5 bite-sized headlines 

  • 💬 Tweet of the week: what matters in the long game

  • 🍫 Chocolate chips: our 3 favorite finds of the week

  • 😂 Snickerdoodles: Thursday memes

FRESHLY BAKED

LYFT SAYS, “MY BAD”

You know the saying, “there are no mistakes in life, just lessons learned?” 

Well Lyft learned a big lesson this week when it reported earnings.  

Overall, it was a strong earnings readout all around, where they met revenue expectations and beat on earnings per share.

But investors’ ears really perked up when Lyft said that their profit margin would increase by 500 basis points, or 5%.

5%? Count me in!!

The stock shot up 67% on the news. 

As it turns out, the poor finance analyst putting their earnings report together meant 50 basis points, or 0.5%, sending the stock crashing back down and erasing most of the gains. 

All we know is, whoever sold Lyft stock on Tuesday made a killing. 

HOT OUT OF THE OVEN

ZUCK’S VISION PRO REVIEW

Zuck reviewed the Vision Pro this week on his IG reels and unsurprisingly, he concluded that Quest 3 is the better device. 

Yeah no sh*t, Sherlock. 

But listen to his rationale and thoughts on the ecosystem. 

Why Zuck thinks Quest 3 is the superior headset: 

  • Price, since the Vision Pro is $3.5K vs the Quest 3, which is ~$500

  • Meta has a deeper immersive content library than Apple

  • The Quest 3 weighs 120g less than the Vision Pro

  • The Quest 3 allows for greater range of motion since it’s unwired and has a wider field of view than the Vision Pro

  • Quest’s combination of hand tracking and physical controls is great especially for gaming

Where he admits Apple has the lead:

  • Higher resolution display

  • Better eye tracking

(Not mentioned: Apple’s deep hardware expertise and existing developer ecosystem… ) 

He then went into a whole spiel about how all platforms have open and closed ecosystems, and said that Meta would be the open ecosystem to Apple’s walled garden. 

Sound like iOS and Android, anyone? 

So… where’s Google in all this? 

Well, last year, they announced a partnership with Samsung/Qualcomm to launch mixed reality headsets this year. 

But rumor has it, it’s still at least another year away, making them more than a few years late to the game. 

We’ll be following where they land in all this and whether Meta’s head start can help them muscle their way to the top.

FROM THE COOKIE JAR

POLL OF THE WEEK: WHO WILL COME OUT ON TOP IN THE HEADSET WARS?

So Meta’s got some lead time in VR, Apple’s got the best design team out there, and Google/Samsung/Qualcomm have the largest existing hardware user base in the world.

Let’s take some predictions. Who do you think will make the best selling headset?

Sound off 👇🏽

Login or Subscribe to participate in polls.

BITE SIZED HEADLINES

OpenAI hit a $2 billion run rate this past December, making it one of the fastest growing startups ever.

Sam Altman is trying to raise $7 trillion to build new chip factories to power AI’s future. That’s more than the US federal budget, and equivalent to buying 1,254,480,300,000 Big Macs.

THE BIG PIZOOKIE

TWEET OF THE WEEK

It's easy to capitalize on momentum at the start of a project, but for the long game, it’s the showing up that counts.

CHOCOLATE CHIPS

OUR FAVORITE FINDS

SNICKERDOODLES

THURSDAY MEMES

 😂 

That's all we got for ya this week, folks. See ya next Thursday!

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