More investment in growth, rather than M&A for consolidation for dominance or cost Major drawback to AR/VR is processing requiredcurrently need gaming PC on top of cost of VR rig. With the inversion of Moores law, computing power will become cheaper (holding processing speed constant). Intel bought Recon Instruments for $175M in 2015. Recon builds heads up displays (HUDs) for sports and military.