While we expect consumers to be really excited about a VR takeoff in 2024
My guess is that there will indeed be a lot of excitement in 2024 (at least in Apple land) and then it's going to drop off again in 2025. That's not necessarily a terrible thing though.
Meta has sold something like 25 million headsets. The market is already bigger than many people realize and maybe it's big enough. It doesn't need to 10x and if it did, there's more than a small chance that kind of growth would end up being bad thing. Maybe a16z not biting means enshittification has been delayed.
Agreed that VR gaming is bigger than most people realize, but VR for productivity (to replace PCs & laptops) is still an untapped market. VR pixel density is now within one doubling of "human eye resolution", so it seems like now's the time for VR to be useful for this use case.
Apple's headset is really cool, but is being built over iOS for 2D apps, so isn't realistically going to replace someone's laptop as their primary computing device.[1]
Comments
My guess is that there will indeed be a lot of excitement in 2024 (at least in Apple land) and then it's going to drop off again in 2025. That's not necessarily a terrible thing though.
Meta has sold something like 25 million headsets. The market is already bigger than many people realize and maybe it's big enough. It doesn't need to 10x and if it did, there's more than a small chance that kind of growth would end up being bad thing. Maybe a16z not biting means enshittification has been delayed.
Agreed that VR gaming is bigger than most people realize, but VR for productivity (to replace PCs & laptops) is still an untapped market. VR pixel density is now within one doubling of "human eye resolution", so it seems like now's the time for VR to be useful for this use case.
Apple's headset is really cool, but is being built over iOS for 2D apps, so isn't realistically going to replace someone's laptop as their primary computing device.[1]
[1] https://news.ycombinator.com/item?id=36326677
It’s not for me, but I’m still rooting for you. It feels like something that should exist.