I'm offering a timeline of recent events. I think the AR space is heating up significantly, and someone is going to make a move soon.
If we are priced taking into account the enormous number of subscriptions that the near eye display can enable.... that's great thing. (The last presentation made noises about a subscription-like model for LiDAR)
...will the ultimate valuation of the NED vertical take into consideration the enormous potential for sales of subscriptions through these devices? My bet is yes.
In my humble opinion, that would make it worth more than Activision. (That's how I see it, you make up your own mind.)
March 2021
- “We believe that MR/AR products could replace all display-equipped electronics in the long term” (CultofMac)
September 2021
- Josh Miller -- From Microsoft (and before that Microvision) Becomes director of Display Design at META/Facebook
LinkedIn - FACEBOOK/META does Rayban (see list of links below.)
- Microsoft to buy back 60 Billion in shares
This is a particularly interesting month.
October 28, 2021
- Investor Place Interview 15:10 - 15:15 RAYBAN Mentioned
- Barrons: Apple could replace iPhone with Augmented Reality Devices
This might be something to ignore, but the Barrons has good credibility and Ming-Chi Kuo has excellent credibiliy in calling Apples moves and products.
Applescoop has him at 80+% reliability -- when dealing with a company that is as secretive as Apple, that's very impressive. (His run of good calls is MUCH longer than what is on the linked page
December 28, 2021
The development must be viewed through the prism of the ongoing talent war between Apple and Meta, formerly Facebook. According to reports so far, Meta has been poaching key engineers from Apple’s silicon, augmented reality, wearable, hardware and software divisions for the past few months.
January 6, 2022
This tells me that they're in a bigger hurry than they used to be, or things have heated up and they need to accelerate their previous delivery targets.
If you can own your own OS you can have more control. If you do it faster -- you may have to share with someone else, but there may be additional benefits to being faster. (Android has been the platform so far)
If you can own your own OS you can have more control. If you do it faster -- you may have to share with someone else, but there may be additional benefits to being faster. (Android has been the platform so far)
January 10, 2022
- Facebook Poaching MSFT AR engineers (Wall Street Journal)
January 18, 2022
January 25, 2022 (Thanks S2upid!)
Maybe this explains better?
Big Tech AR GAME owner:
"We can make HUGE money with subscriptions to these games."
MicroVision Representative:
"I know you want to buy our Near Eye vertical based only on the "widget" value it has.
We are going to sell it to you based on the widget value PLUS the value you will get from being able to sell future subscriptions. (and ads, and in-app purchases...)
In the case of Activision, that's $68.7 Billion for 31 games.
Steam has 50,000 games. It looks like the fruit company wants to make near eye display replace all the screens... your move.
{maybe we need to focus on ads... just imagine how intrusive Facebook could be when it highlights the business it's advertising as you walk past it.}
Facebook-Ray Ban Glasses (PR started in September 2021)
FACEBOOK RAYBAN SEPTEMBER 2021
https://www.brookings.edu/
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