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Metaverse and Investing – Opportunities for Retail Investors Part 2: Software and Infrastructure

ARPost

Microsoft (Nasdaq: MSFT) for AltspaceVR. Microsoft again, because some time ago they bought AltspaceVR , a VR social platform that was on the verge of bankruptcy. Unity (Nasdaq: U) for 3D Modeling and Animation Tools. Amazon (Nasdaq: AMZN) and Google (Nasdaq: GOOGL) for Servers.

Software 404
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The XR Week Peek (2025.02.18): Ray-Ban Meta sold 2M devices, Meta may be working on humanoid robots, and more!

The Ghost Howls

Apple Intelligence on the Vision Pro would be a big deal, and especially it would let Apple compete better with Google , which made the integration with Gemini one of the best features of its Android XR operating system. Microsoft will still provide the Azure cloud, but all the hardware and software should be provided by Luckeys startup.

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How Different XR Companies Approach Cloud Services

ARPost

As this article was being written, Varjo further expanded its cloud with Unreal and Unity engine integrations. For example, Magic Leap has had a partnership with Google Cloud for the past year now. Likewise, AutoDesk offers its XR cloud services through a partnership with Amazon. CloudXR From NVIDIA. Parents and Partners.

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My predictions for augmented reality in 2021

The Ghost Howls

As a long-time AR enthusiast, and one of the first to have tried Google Glass in Italy, I have to admit that I will consider AR mainstream only when it will be on glasses that we will wear all day , when we’ll live in a completely shared mixed reality world (the AR Cloud). Didn’t work (Image by Microsoft). Sounded good.

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The XR Week Peek (2024.09.16): New leaks on Quest 3S, iPhone 16 can shoot spatial videos, and more!

The Ghost Howls

That’s why we rejoiced when Apple launched its headset: while Google and Microsoft can discard new technologies pretty easily, Apple is slower at deciding to take a step, but when it makes it, it commits to it. The new CEO has finally made the great decision to remove it. A Creator Platform for next-gen to ‘Socialize.’

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Interview with Robert Scoble about Oculus Quest 2, Apple Glasses and more!

The Ghost Howls

He has a very interesting working story, having worked for great companies like Microsoft and Fast Company. As John Riccitiello (CEO of Unity) said some years ago , the VR market won’t be interesting enough until it will reach the 10 million users mark. Amazon and Tesla could be two outsider of the XR ecosystem instead.

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59% of VR Developers Use Unity, But Devs Make More Money With Unreal

UploadVR Between Realities podcast

Unity Technologies and Epic Games are in a grudge match for the hearts and minds of game developers. I interviewed both John Riccitiello, CEO of San Francisco-based Unity, and Tim Sweeney, CEO of Raleigh, N.C.-based The Unity-based games reached a billion new devices since GDC 2016. Ditto with Google and ditto with Microsoft.”.

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