Comment by hakfoo

VR is the sizzle, AR is the steak.

Making VR a viable new entertainment channel promises selling a headset to 85% of the broad consumer market, then trying to own the content shops for it in perpetuity. It's the trillion-dollar new market that the investor class clamours for.

Making AR work is a much shallower lift -- you usually aren't dealing with the same issues of nausea, massive movement tracking and room management, and high performance immersivity. But you're going to only sell it as largely islandified turnkey systems-- each customer is going to buy a few hundred or thousand headsets and a bespoke software package for it.