> 1.) Wearable VR becomes affordable, unobtrusive, and ubiquitous
This is way too early though.
They have first mover advantage but haven’t hit the target yet. So in practice they’re only a barely ahead of all the competitors coming from all sides.
I’d compare them to Microsoft during the Windows CE PDA area. They’re the major player in the field but it was so clunky that we were all waiting for the breakthrough. Perhaps MS could have renamed itself to “DigitalMobile” or something like that and put all its weight behind that wave, but I kinda don’t believe they would have pulled it off either way.
By the same token I think Meta’s vision is right, but I assume they are rushing ahead full steam because they clearly see it as an extremely tough race for them.
> I’d compare them to Microsoft during the Windows CE PDA area.
I completely agree. Smartphones turned out to be as much of a hardware issue (capacitive touch screens) as a software issue. AR won't go mainstream until someone releases something revolutionary, which will likely be an AR smart glasses device that looks like a pair of normal eye glasses. This could be Meta. My money is on Apple.
> By the same token I think Meta’s vision is right, but I assume they are rushing ahead full steam because they clearly see it as an extremely tough race for them.
I think it comes down to whether Meta's suite of applications (Facebook, WhatsApp, & Instragram) are still popular once consumer AR becomes viable.
This is way too early though.
They have first mover advantage but haven’t hit the target yet. So in practice they’re only a barely ahead of all the competitors coming from all sides.
I’d compare them to Microsoft during the Windows CE PDA area. They’re the major player in the field but it was so clunky that we were all waiting for the breakthrough. Perhaps MS could have renamed itself to “DigitalMobile” or something like that and put all its weight behind that wave, but I kinda don’t believe they would have pulled it off either way.
By the same token I think Meta’s vision is right, but I assume they are rushing ahead full steam because they clearly see it as an extremely tough race for them.