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How ARKit will make more money than ARCore and Camera Effects (for now)

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$1.8B AR/VR investment in LTM to Q3 2017

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Two-speed AR/VR market after ARKit/ARCore (AR upgrade, VR downgrade)

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The four waves of Augmented Reality (that Apple owns)

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Games software/hardware over $150B in 2017, $200B by 2021, record $2.8B invested

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AR/VR Dealmakers invested over $800M in Q2 2017

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Apple and Facebook to drive mobile AR over 1B users and $60B by 2021

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The mobile AR platform war

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The reality of VR/AR M&A

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