E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis

**Jason Calacanis** (0:00)
All right, Friedberg is back. Welcome back to the All-In Podcast, episode 160-something, your favorite podcast in the world, yada, yada, yada.
With me again, the Chairman Dictator from Chamath Palihapitiya, the Rain Man, yeah, definitely David Sacks, is here and back from his time in the metaverse. We found him somewhere out in space, in the solar system, in his Apple goggles. Your favorite, the Sultan of Science, David Friedberg is back from the metaverse.

**David Friedberg** (0:29)
I missed you guys.

**Jason Calacanis** (0:29)
Welcome home.

**David Friedberg** (0:31)
Thanks for having me.

**Jason Calacanis** (0:32)
What did you discover when you went to Uranus in Google Class? Sorry, Apple Vision Class.

**David Friedberg** (0:38)
Have you actually used the Apple Vision Pro, JCal?

**Jason Calacanis** (0:40)
I ordered them. I ordered them and I walked by the Apple Store and I was going to go in and try them and there were so many lunatics in there. I was like, yeah, I'm not doing it, but I ordered them. You actually used them.

**David Friedberg** (0:50)
I ordered one online to be delivered and it was like delayed by a month. So I went down to the Apple Store and picked one up.
And my kids cannot stop using it.

**David Sacks** (1:00)
Oh really? I went down to the Apple Store, but I got cleaned out by the thief that stole everything.

**Jason Calacanis** (1:05)
So I took the Oakland one.
We'll put the video in here. To the idiots who are robbing Apple stores, all the devices get bricked when you steal them, and they all have GPS in them. Have you tried it, Chamath?

**Chamath Palihapitiya** (1:34)
No, I was too busy working out, making love and winning.

**Jason Calacanis** (1:38)
Oh, okay.

**David Sacks** (1:39)
So you were making sweet love, you were watching your portfolio go up, and you were just generally winning.

**Jason Calacanis** (1:46)
Got it. Got it.
Yeah. So Friedberg, the rest of us were being men in the world, accomplishing stuff, but do tell us about your time in the metaverse.

**Chamath Palihapitiya** (1:54)
Do those goggles come with a lifetime prescription of SSRIs?

**David Friedberg** (1:59)
You guys sound like one of these tech journalists that are actually anti-tech people. You guys are-

**Jason Calacanis** (2:04)
Actually, tech journalists like it.

**David Friedberg** (2:06)
Talking about the next-gen computing platform. I remember when the iPad came out and everyone poopooed the iPad. I thought it was stupid. I tried to use it. I couldn't get any value out of it.
And in 2010 or 2011, when did it come out? 2010, 2011 We started using it with our sales team selling to farmers, and we gave every sales guy an iPad and they went out in the field with 3G.
And they were able to close sales in the field meeting with farmers, which had never been done before. Usually, you have to get a farmer to come into an office. How many iPads do you sell? So we had like...

**Jason Calacanis** (2:36)
We sell it at climate.com software.

**David Friedberg** (2:38)
We had dozens of these sales guys. We gave them out to our sales agents as well, the independent agents. They started using them. And it was like a real game changer in how sales was done in agriculture. And I had never even contemplated that when I first used the iPad.

**Jason Calacanis** (2:51)
So let's get to Breastax here. What is the killer app? What do you think in the next five years people are going to be doing with this thing on a daily basis? Is there a daily use case?

**David Friedberg** (3:00)
I'll say a couple of things. One is like I feel the same way I did about the iPad, which is I don't know what it is today, but I can tell that there's something there. And I'll give you an example of something I thought about.
First of all, the AR is game changing.
If you've used like the meta, the Oculus Quest, it like makes me super dizzy, makes my head hurt, makes my eyes hurt. Like you're super disoriented. What Apple solved is that you're like still in reality, but then you get to interact with these three dimensional kind of objects in reality. And it's like really well done. It's definitely V1. And there's going to be incredible changes in the next couple of generations. But it gets rid of all that dizziness, disconnected kind of stuff that happens with the full VR experience, which I thought was really incredible. Then last week, and I'm sorry I missed the show, we have a facility with my company in North Carolina. We have this giant greenhouse facility. And I was doing meetings with farmers and stuff. I go to the greenhouse facility, and there's so much work that the greenhouse techs and lab techs are doing, where they're using an iPhone and a barcode scanner and a printer. And they're holding all these pieces of equipment, scanning the QR codes on flowers, taking the pollen out, putting it in the next flower, training each other how to do it.