Remember GME.
Do not sell.
Monday, April 21, 2025
Tuesday, April 18, 2023
The Eventual Discussion on AR
Yes, I was at the investor meeting, and I'm excited about our inroads into ADAS, and think we really have the stuff that the automotive industry needs.
I still think that eventually AR will give us a bigger return -- or at least a nice lump sum return.
While MicroVision has created a key piece, they aren't in the position to create the market. Other companies are. They are huge companies, one of them is using MicroVision's tech now, on a very expensive development project. (small and not hard)
There are naysayers who say "AR is dead."
No, not dead. It might be like the cocoon that the caterpillar spun around itself.. the worm crawled in, and will become the butterfly.. not sure when though.
Those other monstrous companies do want to create the market.... and this near eye display works. The other ones don't, not very well. Not good enough.
Those other companies have a lot of money, and they will want it eventually - and I believe suddenly.
I think we're going to wake up one day, when one of those companies has decided it's going to create the AR market for themselves, and they're going to want this display badly.
I think we're going to wake up one day, when one of those companies has decided it's going to create the AR market for themselves, and they're going to want this display badly.
The negotiations with the trillion dollar companies might go like this.
Wednesday, April 5, 2023
I will be attending the upcoming investor event
Next week is a Microvision investor event.
I'm still bullish.
I've purchased more shares recently. (Who wouldn't follow the CEO as he takes money from his own pocket to buy more?)
I've been working as a charter pilot lately, and got time off to attend.
For those who are attending -- I'm looking forward to meeting as many of you as I can.
Thursday, January 20, 2022
An Effort to do some noise reduction.
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/
Monday, January 10, 2022
Recent Presentation and the Upside.
1st Things first. Whatever you buy or sell is on you.
I know this is read by other people, but it started as a place for me to keep my notes and not lose them -- and that's largely what it still is, and I haven't been keeping as up on things as I used to.
Posts are rare now, largely because there are a lot more eyes on Microvision than there used to be and you can see a lot of discussion, references and new information on the r/mvis reddit board...
- The most valuable part of MicroVision is the Near Eye display.
- As much as the focus of the investing public is on LiDAR, don't forget this.
- it's big enough that I think that LiDAR could serve its primary function as a distraction.
- Apple / Barrons -- AR device 4th Quarter 2022. (Ming-Chi Kuo rarely gets things wrong.)
- "Apple will launch an augmented-reality headset in the fourth quarter of 2022, and could sell more than a billion of the new devices over the next 10 years, one analyst asserted in a research note Friday."
- Replace All Screens?
- Given 4th Quarter 2022, Near Eye Display is likely to have a breakthrough very soon.
- Apple, Facebook, Google, Microsoft and other players are ALL working on Augmented Reality technology and content.
- MicroVision has BEST near eye display solution in the world.
- The Near Eye Display could be sold as a whole at any time
- Some other arrangement involving Near Eye Display could show up. (and value based on subscriptions -- would be most profitable for us. (Look at the Beats post, and the Microvision presentation to see that.)
- Companies desperate for AR.... will be REALLY good for Microvision Stockholders
- (Is someone out there Tracking these people? send a note.)
- iPad Moment for smart Glasses coming soon
- The number of subscriptions that can be sold with AR devices is ENORMOUS. If we have the value proposition for near eye display changing to emulate the way the value proposition has just been modified for LiDAR as illustrated in the recent Microvision LiDAR presentation.... then.... we will do really well.
- Microsoft has gotten HUGE increases in productivity with Hololens, and AR Games... will be gigantic.
- Microvision stock is heavily manipulated.
- (Trading experts tell me it's about 60% manipulated down)
- Public posts by hired guns exist. (paid bashers)
I believe they are quiet about the near eye display on purpose and for strategic reasons.. (NDA, deal underway.... negotiating tactic.... )
As Snow tells me... the elephant in the room named Ned...
Regarding the presentation.....
The presentation was about LiDAR, and a new way to monetize it. That's a pretty good reason that they talked only about LiDAR.
- The Microvision presentation changed no timelines...
- The Presentation described a means of increasing revenue with LiDAR
Thursday, January 6, 2022
Wednesday, December 1, 2021
Monday, November 1, 2021
Augmented Reality is Real...
Facebook will be ticker MVRS
Apple Google Facebook Microsoft are all working on Augmented Reality.
MicroVision's near eye display is so good that Microsoft created their AR device around it. (Their words, not mine) and then claimed credit for creating it.
Microvision CEO says "our AR display is DONE."
Mentions that it fits in RayBans during a recent interview. (If someone can come up with the time-stamp, and use the e-mail form for the moment in the interview, I'll include it here.)
Near eye display guy who was at Microvision and moved to Microsoft, moves to Facebook... on the same day that Facebook announced a deal with Rayban
Then, Facebook, does a big presentation about AUGMENTED REALITY -- the METAVERSE
The AR vertical (In my humble opinion) is for sale.
Facebook would be wise to offer more than 10 billion, or they may lose to a higher offer from Apple, Google, or Microsoft.
(I'd vote my shares to taking the higher offer, unless maybe it's from Microsoft who claimed credit for MicroVision's hard work, Microsoft will have to do WAY better.)
Whoever buys us gets to sell AR displays to the other three for a LONG time.
(I'd vote my shares to taking the higher offer, unless maybe it's from Microsoft who claimed credit for MicroVision's hard work, Microsoft will have to do WAY better.)
Whoever buys us gets to sell AR displays to the other three for a LONG time.
Joanna Makris has a lot in common with Kelli Stavast
Thursday, October 21, 2021
Friday, October 1, 2021
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