Narrative: AR vs VR

Each narrative page (like this) has a page describing and evaluating the narrative, followed by all the posts on the site tagged with that narrative. Scroll down beyond the introduction to see the posts.

Each post below is tagged with
  • Company/Division names
  • Topics
  • and
  • Narratives
  • as appropriate.
    Apple iPhone 8 rumors: Features may include facial recognition, laser sensor – Business Insider (Jan 18, 2017)

    Cowen doesn’t have the same track record in predicting future iPhones as KGI, which has by far the best, so we should take all this with a pinch of salt. But it’s in keeping with the broad sense that Apple is very interested in augmented reality, and would need to put more sensors and other technology into its products to enable AR functions. I’m still intrigued by the idea of further splitting the iPhone line – there are already three sizes, and this research note posits a fourth, larger one, with exclusive access to an OLED screen and embedded fingerprint sensor. There’s some logic to that, because all the supply chain chatter suggests Apple would have a very hard time finding enough OLED technology to power all of the next generation of iPhones, so making it exclusive to the highest end device would limit demand to a smaller number. Even so, that device is likely to be in high demand, as was the 7 Plus with Jet Black finish, another phone with supply constraints.

    via Apple iPhone 8 rumors: Features may include facial recognition, laser sensor – Business Insider

    Apple and Zeiss Working Together on AR Glasses – Robert Scoble (Jan 9, 2017)

    Robert Scoble is an odd source – not strictly a reporter, and one with a very mixed track record when it comes to this kind of thing. So take it with a pinch of salt, but this is an interesting report given that Apple does seem to be very interested in AR. The timing is interesting here too – Scoble says the glasses might launch this year, which would be a big new product for Apple when it could really use one to reassure the faithful.

    via Robert Scoble – Exclusive news: Apple and Zeiss working together…

    Qualcomm’s new chip may finally get you to try VR – CNET (Jan 3, 2017)

    Qualcomm’s new high-end mobile chip moves its product forward across a number of different categories, but it seems to be emphasizing the AR and VR aspects at its CES presentation. I’m looking forward to getting some more detail on this chip in a briefing later this week, but it looks like extending Qualcomm’s lead in this space at the high end.

    via Qualcomm’s new chip may finally get you to try VR – CNET

    Lenovo VR Headset Based on Windows Holographic For Close to $300 | Variety (Jan 3, 2017)

    This will arguably be the year of piling on in VR, with many companies jumping on a bandwagon led by Sony, HTC, and Oculus. Lenovo, of course, has two possible routes to VR – mobile and PC-based. This article is about a PC solution, but at a price closer to some mobile VR technology than most of the PC stuff out there today. Microsoft does seem to be getting some big names on board, though of course we’re months from seeing how these products actually perform in the wild. See also this piece from The Verge with some more details.

    via Lenovo VR Headset Based on Windows Holographic For Close to $300 | Variety

    On Creativity and Imagination –Magic Leap (Jan 3, 2017)

    This blog post from the founder and CEO of Magic Leap is a clear attempt to reclaim and reshape the narrative surrounding the company since reports began to surface a few weeks back. There has been lots of skepticism – and some “next Theranos” hyperbole – about the company, and it clearly feels the need to fight back. ML definitely invited criticism with its misleading concept videos and and the hype it has deliberately created about a product few have yet seen. Those who have seen it think it’s amazing, so I’m inclined to cut them something of a break, but it’s a useful reminder that hyping yourself too much can easily backfire.

    via Magic Leap

    ESPN takes you inside a college football rivalry with VR (Dec 30, 2016)

    Though high-quality gaming content exists, other top-notch content for VR is still pretty experimental, so seeing a brand like ESPN investing in VR content is a good sign. For this kind of thing, VR is obviously still a far better fit than AR, and immersive video content in general will be critical for taking VR beyond gaming.

    via ESPN takes you inside a college football rivalry with VR

    Facebook’s Oculus has acquired an eye-tracking startup called The Eye Tribe – Recode (Dec 28, 2016)

    Further confirmation that Facebook and its Oculus subsidiary are serious about advancing their VR technology. VR is finally starting to hit the mainstream, but there are still lots of areas where the technology can improve.

    via Facebook’s Oculus has acquired an eye-tracking startup called The Eye Tribe – Recode

    Magic Leap announces S. Fla expansion, 725 new jobs – South Florida Business Journal (Dec 28, 2016)

    Magic Leap has been in the news a lot because it continues to be incredibly secretive about what it’s actually building, its demo videos have turned out to be entirely CGI, and it’s seen some recent executive departures. But this announcement is a sign that as far as the company is concerned, it’s full steam ahead. Magic Leap continues to be one of the biggest (potential) names in AR, while much of the attention is on VR, while Apple also appears to be leaning towards AR, so it’s an important test of whether that bet turns out to be a good one.

    via Magic Leap announces S. Fla expansion, 725 new jobs – South Florida Business Journal

    Report: Snapchat acquires Israeli AR firm Cimagine Media (Dec 26, 2016)

    This is a fascinating story in the context of what Snap has done recently with Spectacles. Future Spectacles hardware could bring AR capabilities, but of course AR could also be baked into the Snapchat app in new ways (arguably today’s filters are already a form of AR). Lots of potential here.

    via Report: Snapchat acquires Israeli AR firm Cimagine Media

    Jaunt VR App Launches on PlayStation VR | Variety (Dec 23, 2016)

    Content remains a critical component of making VR both mainstream and successful, and Jaunt is one of the interesting companies making non-gaming VR content happen. Getting its content onto all the major platforms is a big step.

    via Jaunt VR App Launches on PlayStation VR | Variety