Watch at least a couple of episodes on Netflix.
Not only is it a good show, but they like some familiar technology in this science fiction crime show.
Better than Us
Thx A!
Showing posts with label interactive Laser Display. Show all posts
Showing posts with label interactive Laser Display. Show all posts
Friday, September 6, 2019
Monday, May 27, 2019
A story that can now be told
I attended a presentation during the last half of 2018, which resulted in a very interesting exchange. I haven't shared the story of it with more than a few people and then over the phone or in person.
At some point during the last half of 2018, I attended a presentation hosted by an employee of a Seattle Tier One company. The presentation was about creating applications for a family of devices, and given primarily to independent developers.
At the end of the presentation there was a call for questions: a number of interesting questions were asked, and several were asking for details about upcoming features. Each of the questions about new features received the same response: "I'm sorry, I can't comment on any upcoming features."
The same answer, each time, even if the potential feature would be relatively mundane and not particularly exciting.
After the third such response, I kept my hand down, knowing that my question would NOT be answered.
When all of the official presentation was complete, I realized that I did have a question that could be answered.
I approached the presenter, listened to the other people with additional questions, and when I had my chance I said, "I had a question that I know you can't answer, so I won't ask, but I have another one."
As I took a breath to ask the good question, I heard: "That's okay, try me."
"Okay" I said, "So when is this device getting the interactive laser display?"
The physical response to this was significant: shock, perhaps a little fear -- a definite recognition.
"You're right, I can't confirm or deny any such thing."
It appeared I'd struck a nerve, and I gave some reassurance afterwards that I wouldn't try to lay any verbal traps or tricks, and I wouldn't push for an answer.
I never told the story here because I thought it could possibly jeopardize this person's position and future.
Recently, I contacted this person and asked if it was okay if I told the story now. A memory refresher was required, but the event was definitely remembered. "Ah, but I never confirmed or denied anything." -- and... "as long as you don't mention my name!"
So, I interpreted a reaction, which I think often speak pretty loudly.
This person was adamant -- nothing was confirmed or denied, and DON'T USE MY NAME.
At some point during the last half of 2018, I attended a presentation hosted by an employee of a Seattle Tier One company. The presentation was about creating applications for a family of devices, and given primarily to independent developers.
At the end of the presentation there was a call for questions: a number of interesting questions were asked, and several were asking for details about upcoming features. Each of the questions about new features received the same response: "I'm sorry, I can't comment on any upcoming features."
The same answer, each time, even if the potential feature would be relatively mundane and not particularly exciting.
After the third such response, I kept my hand down, knowing that my question would NOT be answered.
When all of the official presentation was complete, I realized that I did have a question that could be answered.
I approached the presenter, listened to the other people with additional questions, and when I had my chance I said, "I had a question that I know you can't answer, so I won't ask, but I have another one."
As I took a breath to ask the good question, I heard: "That's okay, try me."
"Okay" I said, "So when is this device getting the interactive laser display?"
The physical response to this was significant: shock, perhaps a little fear -- a definite recognition.
"You're right, I can't confirm or deny any such thing."
It appeared I'd struck a nerve, and I gave some reassurance afterwards that I wouldn't try to lay any verbal traps or tricks, and I wouldn't push for an answer.
I never told the story here because I thought it could possibly jeopardize this person's position and future.
Recently, I contacted this person and asked if it was okay if I told the story now. A memory refresher was required, but the event was definitely remembered. "Ah, but I never confirmed or denied anything." -- and... "as long as you don't mention my name!"
So, I interpreted a reaction, which I think often speak pretty loudly.
This person was adamant -- nothing was confirmed or denied, and DON'T USE MY NAME.
Wednesday, May 8, 2019
Product Adoption...
Very few of even the Microvision investors I talk to have actually tried 3D computing.
If you read this and haven't tried it yet, go to your nearest Microsoft store and try something 3D.
Will it be successful? It has to be. It's just better in every way...
How successful will large screens (and large interactive screens) with a tiny form factor and extremely low power consumption be? (very popular)
How successful will a scanning LiDAR be, that can identify friendly people and unlock at your front door sometimes and lock it at others? It can help with security, and with all kinds of automation?
Key components for multiple emerging technologies... How successful can that be?
Probably as successful as cameras have been...
I'm going to hang on to my shares in this company for a long time...
If you read this and haven't tried it yet, go to your nearest Microsoft store and try something 3D.
Will it be successful? It has to be. It's just better in every way...
How successful will large screens (and large interactive screens) with a tiny form factor and extremely low power consumption be? (very popular)
How successful will a scanning LiDAR be, that can identify friendly people and unlock at your front door sometimes and lock it at others? It can help with security, and with all kinds of automation?
- Large screens, tiny form factor
- Large interactive screens, tiny form factor
- Scanning LiDAR (for security, automation, mapping, self driving vehicles)
- Near Eye displays for 3D computing.
Key components for multiple emerging technologies... How successful can that be?
Probably as successful as cameras have been...
I'm going to hang on to my shares in this company for a long time...
Friday, March 29, 2019
Investor Presentation
Missed the audio portion, so looking for a recording. There's great stuff in here!
This year.
It's looking like very healthy upgrade cycles built into the business. (Think personal computers in the 1980's and 1990's) Those upgrade cycles made a lot of investors rich.
It's looking like very healthy upgrade cycles built into the business. (Think personal computers in the 1980's and 1990's) Those upgrade cycles made a lot of investors rich.
Products LAUNCHED in volume, 2nd half of this year. (Of course "volume" is a word that needs interpretation, but when you're dealing with Tier #1 OEMS, huge volumes are likely. (We've seen this stuff in action and it's amazing)
Anticipate seeing products launched in volume in the 2nd half of this year
This is selling shovels to gold miners.
MicroVision is focused on enabling unique Input / Output solutions for Artificial Intelligence connected products and services targeting 4 market verticals
Smart speaker form factor of MVIS engine: The embedded TOF display isn't included in the module shown at WPG yet, but the comparison is very interesting.
Microvision Interactive at WPG Holdings
Thursday, March 21, 2019
Wednesday, March 13, 2019
Back to Basics...
There's a lot going on lately, and a lot of anticipation about Microvision finally being in products.
During the discussion the other morning, the ability for a screen to be put nearly anywhere reminded us of this commercial.
The power of computing now, and significant computing in small packages increases the desire for screens --- if a small thing has a great deal of computing power, what's the point unless you can access that. (Yes, you can play Doom on a Thermostat)
With this tech, you'll be able to put a "stick up" display almost anywhere.
Microvision has arrived.
I was talking to a friend, and another who created this excellent Reddit Post.
The very basic investing thesis for this company is still intact:
People carry increasingly powerful computers with them everywhere. People universally -- without exception -- want two incompatible things from those small computers. They want their form factor smaller and they want bigger screens from them.
Until smart phones arrived, form factors for cell phones got VERY small. When smart phones arrived and they became small portable computers, the form factors got larger -- sure there was additional function, but mostly it was to fit a larger screen.
These two desires are contrary. It is simply impossible to have a smaller form factor and a larger screen at the same time --- unless you use what Microvision has to offer.
It allows two contrary desires to be answered at the same time.
They can now do this with an interactive screen.
With near eye display you can wear a comfortable hat and make EVERYTHING a screen. This isn't science fiction, it's here, and those who have been paying attention lately are part of a very small exclusive club that knows about this before most people. MWC is popular with mobile providers and enthusiasts, but that's still a very limited audience.
It allows two contrary desires to be answered at the same time.
They can now do this with an interactive screen.
With near eye display you can wear a comfortable hat and make EVERYTHING a screen. This isn't science fiction, it's here, and those who have been paying attention lately are part of a very small exclusive club that knows about this before most people. MWC is popular with mobile providers and enthusiasts, but that's still a very limited audience.
During the discussion the other morning, the ability for a screen to be put nearly anywhere reminded us of this commercial.
The power of computing now, and significant computing in small packages increases the desire for screens --- if a small thing has a great deal of computing power, what's the point unless you can access that. (Yes, you can play Doom on a Thermostat)
With this tech, you'll be able to put a "stick up" display almost anywhere.
Microvision has arrived.
Wednesday, February 6, 2019
Upgrade Cycle at hand
I've been watching for a couple of days the rather rare event of Apple products being discounted. They do this when an upgrade cycle is at hand. Interesting, and something to watch, but that's about all.
For all of these companies to be offering discounts simultaneously -- that's even more interesting.
It's possible that they all over-produced these devices and they need to reduce inventory, or that they're trying to increase adoption. But the market for these devices isn't shrinking, it's growing rapidly.
But it looks to me like there's a new feature coming, and they're making room.
When I've talked to the people at Amazon stores, and other places that sell them, the common response is that almost always the second speaker someone buys is a speaker with a screen.
Digital Trends
Choosing what smart home products are right for you is really about choosing the right voice assistant. With Amazon Echo, Google Home, and Apple HomePod all using separate assistants, it can be difficult to decide which one is right for you. On the one hand, Amazon Alexa offers a huge range of integration. There are tons of smart plugs, smart bulbs, TVs, cars, and microwaves that work with Alexa — making it the most widely integrated of the three. On the other hand, though Google Assistant is still a bit behind, a lot of people prefer interactions with this A.I. over Alexa.
Whether you’re in the market for an Echo or a Google Home smart speaker, the price is likely going to end up playing a big role in your purchasing decision. Amazon and Walmart are both offering generous discounts on smart home bundles, speakers, and displays right now. With discounts up to $65, now is a great time to add a little extra smart to your home.
For all of these companies to be offering discounts simultaneously -- that's even more interesting.
It's possible that they all over-produced these devices and they need to reduce inventory, or that they're trying to increase adoption. But the market for these devices isn't shrinking, it's growing rapidly.
But it looks to me like there's a new feature coming, and they're making room.
When I've talked to the people at Amazon stores, and other places that sell them, the common response is that almost always the second speaker someone buys is a speaker with a screen.
Digital Trends
Choosing what smart home products are right for you is really about choosing the right voice assistant. With Amazon Echo, Google Home, and Apple HomePod all using separate assistants, it can be difficult to decide which one is right for you. On the one hand, Amazon Alexa offers a huge range of integration. There are tons of smart plugs, smart bulbs, TVs, cars, and microwaves that work with Alexa — making it the most widely integrated of the three. On the other hand, though Google Assistant is still a bit behind, a lot of people prefer interactions with this A.I. over Alexa.
Whether you’re in the market for an Echo or a Google Home smart speaker, the price is likely going to end up playing a big role in your purchasing decision. Amazon and Walmart are both offering generous discounts on smart home bundles, speakers, and displays right now. With discounts up to $65, now is a great time to add a little extra smart to your home.
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