Arthen

@SamCole Agree, it also helps to anchor prices for comparison ahead of an AVP or Steam Frame competitor when they launch it (i.e. 600 vs 800-1k instead of a 2x jump)

My hot take... This will do little for demand Significant demand wasn't unlocked via discounted pricing, and therefore it's not going to shrink much when it goes back up

@JordanKutzer Interesting! What’s the typical conversion from views to downloads up until that point? Given the importance of scaling social sharing/videos and j curve for cpm for VR headset owners would be great to get a sense of the numbers needed to drive a socials driven growth playbook

When does a VR video stop driving installs? It's still murky, but ~4 million views on a video is the inflection point where views stop driving proportional installs for our audience. At ~4M views, we're breaking VR user containment and are just entertaining viewers.

@pitdesi Production increased to 20m for this year too - 3x every year so far and Apple anouncing theirs at the end of this year to launch next year.

TIL Meta sold 7M pairs of smart glasses last year ($2.5B in revenue!) For context, Apple sells ~40M watches a year.

@TurnerNovak 2 facts in the same order of magnitude surprise when I talk to investors: - 33% of US teens already own a VR headset - Meta glasses sales have 3x'd every year, they are producing 20m for this year and Apple launch theirs in Q4 It's why I moved back to the space from VC

Wow. This is an order of magnitude more than I would have thought.

@oasisrick When they first started selling the iPhone people bought it as it was a phone + iPod. They didn't really explore the "internet communications device" until it got 3G and an app store.

While Meta is selling AI Glasses, customers are buying a pair of speakers & a camera V important difference

@hthieblot invite

Founders Inc Winter Festival · Friday the 13th of February · 4–8 PM 120 teams demoing Food. DJ. Cool robots. For builders, founders, and investors Comment “invite” for the RSVP link.

@QuxFooBas Figure taken from here: bloomberg.com/news/articles/…

It was a huge week for #XR for if you follow earnings calls - couldn't be more bullish on the segment right now: 1. Meta - AI glasses sales tripled YoY again and FY26 expectations increased to 20-30m headsets. "Some of the fastest growing consumer electronics in history" 2. Snap - spun out spectacles as a sub to specifically focus on their XR glasses 3. Apple - second largest acquisition in their history of q.AI - apple typically only acquires to accelerate product roadmap and the tech is perfectly suited for not just airpods but for the glasses they are aiming to get out by start of next year. VR has always suffered from a lack of inherent use case - still bullish on the form factor but you need to continually build out the content and apps ecosystem to attract in different users similar to early days of PC. The new wave of AI glasses come as headphones and cameras by default, and are the de facto form factor for multimodal AI so are instantly useful. Much in the same way the iPhone was replacing an existing phone and ipod and you could explore the "internet communications device" use case after.

This is the type of move that will help push spatial computing into the mainstream beyond gaming, really strong move by apple and looking forward to similar announcements for their deals with F1 and La Liga! VR lacks an inherent use case for adoption like smart phones had but the more diverse content and functionality it has brings much stronger network effects as people land and expand into other use cases (gaming, spatial media, work, fitness) This not only brings in sports fans to VR (good for @Gymclassvr @ThrowbackVR and @golfplusvr ) but helps bring the cost down for pushing other brands in. @Rengle820 - when can we watch PGA in Golf+?

📢 We've just built a band logo creator - check it out!

Quest is Outselling Nintendo Switch 2 on Amazon (and every other game console) See the data 👇 roadtovr.com/quest-is-outse…

IMO the real reason behind the Zuckerberg rebrand is Meta moving deeper into consumer HW. Since Jobs the expectation for large tech companies is to see products for first time on stage with CEO - it's why I was worried when we didn't see Tim Cook in a headset until VF article.

Seeing a lot of reactionary takes to this, Meta hired Alan Dye to overhaul HorizonOS (thank god) and probably to make design consistent this across VR & AR devices. I see this more as a shelving of the legacy HorizonOS plans until they have a clearer roadmap to a new system

One of the best takes on state of VR that I've read recently - one of the stats that surprises most of the investors I talk to about Jamsesh is that 30% of teens already own a VR headset! The market is there you just need to build for them - Social is to VR what casual was to mobile. theverge.com/column/842359/…

We were asked to present and demo @jamseshgame at London School of Economics for a team of year 12/13 students preparing for University. They all loved the game and had some really cool ideas. We have been invited back tomorrow to do the same with another group. Validated a lot of our hypothesis about that age group too. 🚀

Ted making progress on vocals. Seeing your own voice pitch in VR is a mini wow moment. Small steps to something great 🪜 🚀

Introducing Jamsesh 🎤✨ We're on a mission to revolutionize how the world experiences music together. At Jamsesh, we believe music is meant to be shared, celebrated, and lived—not just listened to. That's why we're building the future of social music experiences in virtual reality, where you can Play, Create and Perform like never before. Imagine stepping into immersive worlds where you're not just singing along to your favorite songs, but performing them as the star you've always wanted to be. Whether you're jamming with friends across the globe or creating unforgettable moments with people right next to you, Jamsesh transforms every session into a concert-worthy experience. Help Shape Our Journey 🚀 We're building this for music lovers like you, and we need your voice to make it extraordinary: 📋 Share Your Vision - Take our quick survey at t.ly/jamsesh and receive an exclusive VIP pack in-game 🎯 Join the Movement - Sign up for our waitlist at jamsesh.co and secure your exclusive founder pack Your feedback will directly influence how we craft these magical musical moments. From song selection to social features, every detail matters in creating the ultimate music experience. Ready to be part of the future of music? Let's make some noise together!

My contract at Meta runs out in March! LMK of Comms, PR, Editorial, etc roles in games, XR, or consumer tech! I have >14 years of experience writing, PR, and game consulting + mktng. + Degree in Tech Comms and I'm on the Digital Mktng Advisory Board for Univ. of SF! RTs plz 🫡

@RaelJamsesh 👀