We're in the early stages of something that is already driving returns for major corporations. (they WILL invest in something that delivers strong returns), and in early stages we'll have upgrade cycles that will continue to pay us.
It's still relatively unknown.... so think like you're investing in Personal computers in the early stages (DELL in the early stages. )
"The Hololens presented this opportunity where we could capture the tribal knowledge of our most experienced staff..." --- That is GOLD.
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Venture Beat
While consumer AR/VR is proving itself, enterprise AR/VR is already delivering strong return on investment for major corporations like Walmart, Lockheed Martin, and Verizon. But the market remains a series of connected point solutions, not a fully functioning ecosystem (yet). As major players like Microsoft build toward an end-to-end stack and win half-billion dollar contracts from the US military with HoloLens 2, we’re still in the earliest stages of what we call the “Enterprise Reality Ecosystem.” How is enterprise AR/VR driving ROI today, and what else does it need to scale across platforms?