Hopefully everyone. Use OpenXR as a base and release on every headset.
— not sent from my blackberry.
2nd (or 5th) mover advantage?
Valve is no startup but should capital ever be the limiting factor, venture capital should be ready to finance the expansion.
However, Valve has the Instagram problem. If people don't pay for their worlds but accept them filled with branded artifacts, then Meta has that infrastructure and Valve does not.
Apple's entrance into the advertising market could be seen as a preparation for their VR products, like their gaming platform (similar to Netflix). As Meta, I wouldn't bet that Apple just creates an AR device.
Microsoft on the other hand needs a VR headset for their Xbox because Sony has one. They are already cooperating with Meta on the business headset. To me, this suggests that MS will also cooperates with Meta on the gaming headset.
If Apple manages to sell as many headsets as they sell phones then gaming consoles are dwarfed. When all is said and done, I would love to see a documentary about Sony's strategic meetings. How can they align themselves to stay relevant?
In B2B: how many companies use VR headsets for meetings?
Who will be best positioned when these killer apps start coming out? Meta has like 90% headset market share, and while Apple may release something "cool" with AR it's unlikely to be a direct threat. Microsoft is cranking along with WMR and Hololens, but they aren't leading innovation or really trying to. Valve has good hardware but can't compete with Meta due to their scale and capital.
Nobody is putting money into VR like Meta. Zuck is betting the company, and I'd probably do the same in his place. FB/IG print money but growth is substantially dead and long term prospects are dim.