Virtual Reality

Meta and Google are shifting their development focus away from Virtual Reality (VR) and Mixed Reality (MR) to ambient computing in the form of smart glasses given the potential that artificial intelligence adds to the form factor. I believe the annual market for smart glasses will reach hundreds of millions of units over the next decade, leading Apple to refocus its Spatial Computing initiatives to be more in line with Meta and Google wearables.

Deepwater’s first annual Frontier Tech Survey measures the American public’s viewpoint on emerging technologies, including AI, Electrification & Automation, the Creator Economy, and Health-Tech. Key Takeaways: AI – General usage and awareness remains low; opinions are mixed when it comes…

At Deepwater, our mission is to profit from where the world is going. This week, Gene got a preview of that future with a demo of Apple’s Vision Pro mixed reality headset. In this episode of Deepwater TV, Andrew and…

Apple made good on the rumor mill, announcing its first spatial computing headset, Apple Vision Pro. Available in early 2024 and priced at $3,499, it is at least $500 more expensive than most were expecting. The keynote left me with more questions than answers. After an hour-long demo my view of the product expanded. Spatial computing is a big deal. Yes, it's very expense and, yes, the selection of apps will be limited early on — but those barriers will disappear over time. Spatial computing is just too powerful not to go mainstream. I believe it will account for 10% of all Apple sales in 2030.

Meta Connect 2022 offered a clear roadmap of the company’s go-to-market metaverse vision. That vision is a departure from Meta’s roots in consumer-first social products and is anchored in the future of work. Targeting the enterprise is an advantageous approach…

Gene, Andrew and Doug discuss Bloomberg reporting that Apple’s MR headset debut will be shifted from June to later in 2022. Takeaways: It looks like we’re going to be wrong on our recent prediction that Apple will show its MR…

Takeaways: Another rough day in the market. Second time in a week that we’ve seen a two standard deviation move in the NASDAQ. Fear is controlling the market, and will continue until… who knows. Epic needling Apple with its Fortnite…

Gene and Doug discuss news for January 6th: Reports of Facebook nixing development of an MR OS in favor of a VR OS are to be expected. To call the metaverse early is an understatement, and big tech will be…

Gene and Doug discuss the market selloff and Fed roulette; respond to GM’s announcement of the 2024 Chevy Silverado EV, as a contender to Ford’s F-150 Lightning and Tesla’s Cybertruck; review a deal made by Amazon and Stellantis for EV…

Gene and Doug do a deep dive into Loup’s 2022 tech predictions. Takeaways: Apple and Facebook will battle for the spot as top performing FAANG stock, with both companies benefiting from anticipation around the metaverse. The reason for our optimism…

Over the last five years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2022: 1. Apple and Facebook will duel for the spot as the top-performing FAANG stock in 2022,…

Gene and Doug discuss Jack Dorsey’s recent Web 3.0 comments and conclude that they win the 2021 “Most Entertaining in Crypto” award.