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I haven't been following SnapChat too closely, I know they made some glasses not too long ago. It is surprising to me that they are trading on the ID that they
by wuliwong 9y ago
I haven't been following SnapChat too closely, I know they made some glasses not too long ago. It is surprising to me that they are trading on the ID that they will be more successful in AR/VR. I can't imagine have invested nearly as much into AR/VR as Facebook/Oculus. Amount invested doesn't mean success for sure but I expect Facebook to be at the forefront of AR/VR at least in
the near future.
- bdcravens 9y agoMy understanding is that the glasses were little more than a gimicky way to get more use of their platform. Felt kinda CueCat-ish to me.
- giobox 9y agoAR is unfortunately such a broad label, covering an enormous variety of implementations from dedicated headsets to phone cameras. I'd argue Snapchat delivered one of the first mainstream AR 'hits' - many of my friends can't get enough of their AR photo filters. To be fair, many of them are extremely impressive tech demos, fluidly augmenting the user's face in real time video. Whether that's a meaningful strategic advantage is another question!
- exelius 9y agoRight; AR is significantly less useful without a massive data platform backing it up. But the real problem is that Snap doesn't really have too many paths for growth that don't run into Facebook's existing network effects. Facebook is already a top aggregator -- and already has a lot of preference data from billions of users. Those are enormous network effects, and even if Snap is hugely innovative, Facebook will always be able to replicate Snap's products much faster and better than Snap will be able to replicate Facebook's network effects.