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Why Andreessen Horowitz changed its mind on Oculus VR

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Andreessen Horowitz stands to make a fortune from Oculus VR, but it originally didn't want to invest.

FORTUNE -- When I talk to Silicon Valley types about Facebook's (FB) two recent mega-acquisitions, I find much more skepticism over the social network's $2 billion purchase of virtual reality headset maker Oculus VR than over its $19 billion purchase of mobile messaging start-up WhatsApp. Not so much because it's hardware vs. software, but because there MORE


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