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The Stinger Report #1247 - The Hyperscape Reality – Part 2
Manage episode 513597164 series 3650329
Leading investors should note a shifting landscape in XR, with Samsung advancing a high-priced MR headset targeting prosumers, alongside AR glasses leveraging Qualcomm and Google tech. Consumer VR faces slowdown, with delays and uncertain releases for Valve’s Deckard and Pimax’s headset, amid waning interest from AAA studios. Conversely, the location-based entertainment (LBE) sector is invigorating, exemplified by new immersive rides, strategic retail expansions, and a dedicated XR LBE hub at AWE 2026, signaling increased institutional focus. Additionally, Disney’s retraction of 3D in their Paris ride highlights ongoing technical challenges in immersive media. Overall, the sector pivots towards AR/VR convergence, LBE innovation, and strategic collaborations, presenting diverse investment opportunities.
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Chapters
1. Setting The XR Landscape (00:00:00)
2. Samsung’s MR Push And Price (00:00:18)
3. Android XR, Rollout, And App Strategy (00:02:37)
4. AR Glasses Without Displays (00:03:52)
5. Defining VR’s Fourth Phase (00:04:56)
6. Waiting On Valve And Pimax Delays (00:06:08)
7. Consumer Slowdown Signals (00:08:17)
8. LBE VR Pressures And Pivots (00:09:40)
9. Meta’s Retail Bet (00:11:03)
10. Virtual Rabbids Successor Debuts (00:12:10)
11. HeroZone’s Expansion And IP Deals (00:13:30)
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