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1) Best article yet on AR. More convinced than ever that $GOOGL and $AAPL are going to dominate AR. And slowly coming to believe that both AR/VR are more of a risk than opportunity for $FB. Interesting to reflect on all this in the context of Zuckerberg’s email.
2) In AR, I believe the platform is likely more valuable than the apps. In VR, the apps will be more valuable and may become the platform. And don’t see $FB having a natural advantage in VR apps.
3) Re: AR: “At first the Mirrorworld will appear to us as a high resolution stratum of information overlaying the real world. We will interact with it, manipulate it and experience it like we do the real world.” The new Google Maps experience.
4) “We are now at the dawn of the third platform, which will digitize the rest of the world. On this platform, all things and places will be machine readable, subject to the power of algorithms.”
5) Love this: “Gaming is where technology goes to incubate." From a Niantic executive, but made me think of the Marshmello concert.
6) AR will “immerse you without removing you from the space. You are still present, but on a different plane of reality. Think Frodo when he puts on the One Ring. Rather than cutting you off from the world, they form a new connection to it” LOTR references are always 👌
7) AR “will be the badly needed interface where we meet AIs, which otherwise are abstract spirits in the cloud.” Also true for VR. The Matrix mixed with the Oasis. Personally most looking forward to meeting “The Oracle.”
8) Most profound idea: “Time is a dimension in the mirror¬world that can be adjusted. Unlike the real world, but very much like the world of software apps, you will be able to scroll back. History will be a verb.”
9) “You will be able to lay a reconstructed 19th-century view right over the present reality. To visit an earlier time at a location, you simply revert to a previous version kept in the log.” Really excited for this as a huge history buff.
10) “New technologies bestow new superpowers. We gained super speed with jet planes, super healing powers with antibiotics, super hearing with the radio. The mirrorworld promises super vision.”
11) Hard for me to see how anyone other than $GOOGL and $AAPL can really create this AR experience – the smartphone will supply the processing power for the glasses/lenses and maps will be foundational.
12) So VR is $FB’s main "platform" opportunity. Unfortunately, I don’t think their existing apps will translate well to VR. Why be your $FB Avatar when you can be something entirely different – think this will rapidly become VR's main value proposition.
13) First generation VR experiences seem to have focused on taking people to exceptional real world locations – Everest, the Pyramids, etc. But I suspect this will evolve quickly to imagined worlds.
14) Zuckerberg’s 2015 email where he dismissed games as ephemeral and unstrategic already seems a little strange, IMHO. However, he is a brilliant, A+ executive and I am relatively certain that he doesn’t believe this anymore.
