4 ms·

> Zuck was too early. Who will be best positioned when these killer apps start coming out? Meta has like 90% headset market share, and while Apple may release

by dahdum 4y ago

> Zuck was too early. Who will be best positioned when these killer apps start coming out? Meta has like 90% headset market share, and while Apple may release something "cool" with AR it's unlikely to be a direct threat. Microsoft is cranking along with WMR and Hololens, but they aren't leading innovation or really trying to. Valve has good hardware but can't compete with Meta due to their scale and capital. Nobody is putting money into VR like Meta. Zuck is betting the company, and I'd probably do the same in his place. FB/IG print money but growth is substantially dead and long term prospects are dim.

andybak 4y ago
> Who will be best positioned when these killer apps start coming out? Hopefully everyone. Use OpenXR as a base and release on every headset.
- dahdum 4y ago
  You can release on every headset but 90% of your market is Oculus and they'll collect 15-30% commission on every sale.
bee_rider 4y ago
90% of a nascent market is not a huge lead — not sent from my blackberry.
- TedDoesntTalk 4y ago
  > and while Apple may release something "cool" with AR it's unlikely to be a direct threat 2nd (or 5th) mover advantage?
  - bee_rider 4y ago
    Advantage of moving when the path has been revealed I think.
- moffkalast 4y ago
  I'm sure Nokia will take over the market again, any minute now... any minute now...
glass3 4y ago
>Valve has good hardware but can't compete with Meta due to their scale and capital. Valve is no startup but should capital ever be the limiting factor, venture capital should be ready to finance the expansion. However, Valve has the Instagram problem. If people don't pay for their worlds but accept them filled with branded artifacts, then Meta has that infrastructure and Valve does not. Apple's entrance into the advertising market could be seen as a preparation for their VR products, like their gaming platform (similar to Netflix). As Meta, I wouldn't bet that Apple just creates an AR device. Microsoft on the other hand needs a VR headset for their Xbox because Sony has one. They are already cooperating with Meta on the business headset. To me, this suggests that MS will also cooperate with Meta on the gaming headset. If Apple manages to sell as many headsets as they sell phones then gaming consoles are dwarfed. When all is said and done, I would love to see a documentary about Sony's strategy meetings. How can they align themselves to stay relevant?
wslh 4y ago
I don't think current market share is an indicator of future market share here, here innovation and non-predictable stuff could change things completely. VR is not yet popular so the potential market was not tested yet. I own Meta devices and all I can say is they have great technologies from the Hardware side. Can also say that Unity is working towards a great SDK. In B2B: how many companies use VR headsets for meetings?

by dahdum 4y ago

andybak 4y ago

> Who will be best positioned when these killer apps start coming out? Hopefully everyone. Use OpenXR as a base and release on every headset.

dahdum 4y ago
You can release on every headset but 90% of your market is Oculus and they'll collect 15-30% commission on every sale.

bee_rider 4y ago

90% of a nascent market is not a huge lead — not sent from my blackberry.

TedDoesntTalk 4y ago
> and while Apple may release something "cool" with AR it's unlikely to be a direct threat 2nd (or 5th) mover advantage?
- bee_rider 4y ago
  Advantage of moving when the path has been revealed I think.
moffkalast 4y ago
I'm sure Nokia will take over the market again, any minute now... any minute now...

glass3 4y ago

>Valve has good hardware but can't compete with Meta due to their scale and capital. Valve is no startup but should capital ever be the limiting factor, venture capital should be ready to finance the expansion. However, Valve has the Instagram problem. If people don't pay for their worlds but accept them filled with branded artifacts, then Meta has that infrastructure and Valve does not. Apple's entrance into the advertising market could be seen as a preparation for their VR products, like their gaming platform (similar to Netflix). As Meta, I wouldn't bet that Apple just creates an AR device. Microsoft on the other hand needs a VR headset for their Xbox because Sony has one. They are already cooperating with Meta on the business headset. To me, this suggests that MS will also cooperate with Meta on the gaming headset. If Apple manages to sell as many headsets as they sell phones then gaming consoles are dwarfed. When all is said and done, I would love to see a documentary about Sony's strategy meetings. How can they align themselves to stay relevant?

wslh 4y ago

I don't think current market share is an indicator of future market share here, here innovation and non-predictable stuff could change things completely. VR is not yet popular so the potential market was not tested yet. I own Meta devices and all I can say is they have great technologies from the Hardware side. Can also say that Unity is working towards a great SDK. In B2B: how many companies use VR headsets for meetings?