![]() These days, LLMs (or AI-powered chatbots) are the talk of the town, with many firms that need to get in on the action or risk being left behind as the so-called "Fourth Industrial Revolution" plays out. Just look back to a year ago when many people were oblivious to LLMs (Large Language Models) like ChatGPT. Don't Count on a Sudden "Tipping Point" for the Metaverse and Spatial Computing The Metaverse may be much closer to "taking off" than many realize. When it comes to the Metaverse, I do not believe there is time to follow the herd with regard to capital allocation. The mentality in this high-rate environment has been all about cost cuts and driving up efficiencies. In any case, Roblox is still investing with growth in mind. Should the Metaverse become a hot topic again, though, Roblox is one of the names that could quickly heat up. It's this uncertainty that's kept the broader basket of metaverse (or VR/AR) stocks from blasting off. As for the Metaverse, it's tough to tell when the "gold rush" will begin. ![]() Undoubtedly, AI seems so much closer to entering its prime, and with that comes monetization (or money-saving) opportunities that may be realizable over a nearer-term time horizon. Though Meta still seeks to become a pioneer in the Metaverse (or spatial computing), a lot of enthusiasm has shifted over to other trends, including AI. Meta Platforms ( NASDAQ:META) helped spark initial metaverse hype when it decided to shift gears and go after the new medium of growth. ![]() Renewed Metaverse Enthusiasm Could be Hugely Beneficial for Roblox Stock
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