Some 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

Some 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.