It's really important to understand that funding for AR startups cooled off when Apple and Google decided to go hard into it in 2017. Almost across the board e

It's really important to understand that funding for AR startups cooled off when Apple and Google decided to go hard into it in 2017. Almost across the board every major VC got spooked, then when Magic Leap turned out to be a turd the bottom fell out. I firmly believe that Apple and Google successfully took the entirely of the market opportunity for a startup to win the AR game long term. You could argue why this is good or whatever, but at the end of the day AR isn't going to be the platform a startup could knock FAANG off of their perch, and one or all of them will own the next hardware platform.