TLDR · MISCELLANEOUS

SORA, GROQ, AND VIRTUAL REALITY

stratechery.com16 min read

Summary from the TLDR newsletter

The Vision Pro and OpenAI's Sora launched in the same month. At the same time, Groq is showing that real-time inferencing may be more attainable than previously thought. TSMC is pushing to 2nm chips and Intel is making a credible bid to join them. While we are not yet at an iPhone moment when it comes to virtual reality, a lot of the pieces are now in sight. The technology still needs a lot more work, but the path from here is almost clear.