Augmented and Virtual Reality 1.0 – 2016 Preview

December 2015

Digi-Capital ARVR Leaders Q4 2015

Samsung/Oculus’ Gear VR launch was the starting gun for AR/VR 1.0, so what can we expect next year? Strap on your magic goggles, it’s immersion time.

Consumer VR 1.0

You couldn’t miss the electrons (digital and TV) and trees sacrificed to VR this year. While 90s VR was a poor beta, this time around it really is different. The new wave includes Facebook/Oculus, Samsung, HTC/Valve, Sony and Google amongst others (maybe even Nintendo?). Apple bought Metaio. These guys are serious, and it isn’t their first rodeo.

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Mobile internet stocks down >15%, unicorn valuations drop average $1 billion

November 2015

Digi-Capital Mobile Internet Unicorns Q3 2015

The current bubble debate has polar opposites with Bill Gurley saying we’re in the middle of a tech bubble, and Marc Andreessen saying there’s no such thing. Tech adviser Digi-Capital’s new Mobile Internet Report Q3 2015 shows that the mobile market sided with Bill in the last quarter. Mobile internet stocks were down 15.7% in the 12 months to Q3, and the average valuation dropped in Q3 from $9 billion to $8 billion for the 105 mobile internet unicorns.

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AR/VR technical benchmarks show how far we’ve come

October 2015

Usain Bolt celebrates

Digi-Capital has completed the first technical benchmarking across AR/VR head mounted displays (“HMD”) globally, and would like to thank the AR/VR CEOs and CTOs who made this possible. No single company achieved best-in-class across all benchmarks, and some lesser known companies achieved some of the best scores. There are almost as many approaches as there are systems, with engineering tradeoffs depending on target market and application. In terms of market readiness, VR is ahead of AR today.

There 26 benchmarks across 7 critical success factors of mobility, vision, immersion, usability, flexibility, wearability, and affordability. The full benchmarking gets into the technical weeds, so highlights are below. Remember, these are individual best-in-class benchmarks from different companies’ products, so don’t expect them in a single magical device just yet.

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