HPQ - How A Mysterious Developer Fixed The Hottest Game Of 2020 - And Made History

• We explore how VR is the medium that will enable video games to surpass film as the pinnacle of visual arts. We expand on this insight with thematic trade ideas.
• Cyberpunk 2077 is gaming's Gone with the Wind moment. This wildly ambitious project marks the maturation of video games (for the few who can experience it in full fidelity).
• The market is writing-off CD Projekt, with the stock trading off significantly over a poor launch. This is a very shortsighted view that overlooks expansive monetization opportunities in the future.
• We summarize a deep-dive on today's cutting edge VR technology and provide first-hand accounts of what it's like to experience a realistic virtual world in stunning detail.
• Though few people have the cutting edge hardware required to experience it today, with Cyberpunk 2077, VR has reached "entertainment supremacy". We have reached an era of simulating fantasy worlds with personal supercomputing.

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