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These guys might just be the WebVan of AR. Building a campus before you've sold V1 of your product? That's idiotic. Don't get me wrong, this could be incredi
by IanDrake 10y ago
These guys might just be the WebVan of AR. Building a campus before you've sold V1 of your product? That's idiotic.
Don't get me wrong, this could be incredibly cool in a vacuum. But reality often has different needs.
I hope I'm wrong.
- bobsil1 10y agoI think the factory is part of the campus. And they need a factory because the parts are custom.
- IanDrake 10y agoAnd WebVan needed a distribution network and warehouses. I'm not saying they're not making an awesome product. I'm saying it's possible not enough people will want to buy it in order to justify building a factory and campus. It's not my money though and I've never seen the product. This is obviously a HUGE gamble that will either be a raging success or will become a joke about the follies of venture capital (i.e. WebVan 2.0).
- bobsil1 10y agoSome kind of AR will pretty clearly be a big wave (processing components shrinking, but input/output still human size, so they get virtualized). The funds need to make big bets, this one looked good: best tech from UW prof, a founder who's sold a hardware co for >$1B before. It depends very much on execution: polish, price, apps.