Let's Talk XR!... In Summer...

The Nugget

Vision Pro 2 should maintain its $3,500 price point to push high-end display and component technology further, embracing advancements like double-brightness displays and improved pancake optics.

Make it stick

💡 Eye tracking is essential for new headsets as it allows for clearer visuals and better interaction.
🌟 The future requires brighter displays to reduce motion blur and enhance user experience.
💼 Networking events like AWE are crucial for breaking into the VR industry.
🔧 Wire grids could revolutionize pancake optics, making them lighter and thinner.

Streamer encounters issues with the complexity of live-streaming from VR, specifically spatial comping.
The repeater mechanism for displaying comments during the stream seems buggy and unreliable.

Meta's Strategy: Reluctance to release high-end products like Quest Pro 2 due to unsatisfactory market response; focusing instead on products like the Quest 3 and Quest 3s.
Meta vs. Competitors: Asus and other companies face difficulty competing with Meta's subsidized Quest platforms.
Pico 4S: Criticized as uninteresting, especially when compared to Meta's Quest 3.

User Experience: Vision Pro offers significant hardware and software improvements, potentially becoming the preferred device for VR content consumption.
Future Enhancements: Hopes for a Vision Pro 2 with double-brightness displays and better pancake optics, but retaining high price to drive component advancements.
Importance of Eye Tracking: Irreplaceable for high-quality visuals and user interactions.

Light Field Displays: Seen as the direction for future iterations of headsets, possibly keeping the external eye display to show technological progress more visibly to outsiders.
Hardware Innovations: Companies are working on integrating wire grids to enhance pancake optics, improving both weight and visual quality of VR headsets.
Market Realities: Companies like Mojo Vision, despite initial hype, struggle to meet technological promises, highlighting the speculative nature of VR market booms.

"I still think VR or AR/XR is frankly not consumer-ready at all."
"I was really excited about the Quest Pro...and then I got the Quest Pro...it felt like an upgraded Quest 2."
"This device has truly ruined me...I still don't want to go back to using a monitor."
"Eyetracking is already very important for these lenses; these lenses literally could not work without eyetracking."
"You can’t have one without the other. The technology and the mass market readiness is still like the 80s right now for AR/VR."

This summary contains AI-generated information and may have important inaccuracies or omissions.