What are you on? The only potential is AR? What?!!! The problem is AR is not enough innovation and high cost. That's not the case with AI. All it needs is computing, not some ground breaking new technology.
The only potential for VR is salvaging the investment by pivoting to AR.
And if it's only compute why we are seeing teams with limited compute from china reach SOTA model performance, and teams with a bunch of compute available (Meta) fail ?
