One way to think about platform shifts is through the heuristic of data transfer throughput Historically, step function increases in the throughput of data transfer have unlocked new modalities of media production and consumption, which in turn have birthed some of the largest products and tech behemoths of today. Mixed reality represents a paradigm shift in the rate of data transfer as we go from using hands for writing with the mouse and keyboard, towards eye- and hand-tracking. Eye-tracking in particular is revolutionary in its unlocking of a completely novel and rapidly faster modality of data transfer since it completely bypasses the lossy physical loop between our hands and brain This interface unlock will potentially birth new modes of everything: work, communication, media consumption, etc. It also has the potential to revolutionize spaces like healthcare with optometrical enhancements such as autofocals, or lenses that automatically focus your vision as you look around. Just like it was hard to envision the possibilities of the iPhone when it was first launched, we are now once again at the early innings of the MR S-curve and exploring the possibilities of the applications which would live natively on MR devices So what is the killer use case of XR, does the Apple Vision Pro represent the iPhone moment of XR? Read more in our deep-dive into XR here: https://lnkd.in/gGE5psBr
🚀 When the Apple Vision Pro first launched, it sparked a lot of conversations about whether it would be the "iPhone moment for XR" 📱 But after digging deep into it, resident XR enthusiasts Stephanie Llamas and Jonathan Huang concluded it’s more like a "Macintosh moment" 🖥️ (as Avi Bar-Zeev has coined it) for XR. Here's why: 1️⃣ The common argument against XR has been, "It's been the next big thing for 30 years! Why now?" We think that's too simplistic. The space has evolved from VR, to AR, and now MR. Each evolution is a leap to a new S-curve, and we are just at the start of the MR S-curve 📈 2️⃣ All S-Curves go through distinct phases. With the launch of AVP, @META's rebrand of Oculus Rift to Meta Quest, and @Bytedance's discontinuation of PICO to Swan, it’s clear XR is still in the hardware phase ⚙️ 3️⃣ It's too early to call the killer use-case for XR. Since we're in the early hardware phase, much like the iPhone's early days, where it took years before mass-market apps like Uber emerged 🚖 Trying to figure out the killer use-case for XR is the wrong question to ask. Instead, we should ask, “What capabilities do MR devices possess that unlock new use-cases?” 🤔 4️⃣ Breaking it down further, the core value proposition of XR devices is the innovation of "presence" 🌍 5️⃣ So what does the end state of XR look like? How does it drive the development of killer use-cases? What does MR offer as its core value proposition? As investors, why should we care about XR at all? 💡 **All the answers can be found in our memo (link in comments👇)!** Special thanks to our contributors and advisors Nanea Reeves (TRIPP, Inc.), Calin Pacurariu (Spatial), Matthew Price, Ph.D. (Accenture), Vinay Narayan (Meta), Charlie Fink (Forbes/Chapman University/Arizona State University), Neil Redding (Redding Futures) and Kamal Mistry (Arcturus) #Innovation #XR #VR #AR #MR #TechInvesting #FutureTech
