Comment on AR will be startup dominated, VR will not by Brett

Hi Jerry.

No argument here (yet), but I would love for you to clarify your thinking in a few places (if you have a minute).

Seems like much of your argument hinges on this statement:

"Because AR use cases will be much more varied, content creation will be less expensive (avoiding an arms race)"

Why do you have such conviction that there won't be varied VR uses cases? It sounds like you think entertainment/media/games will dominate but that to me seems like the same conclusion a lot of people would have made about the internet in 1995. Why not social? Why not business apps? A static medium like film (corporate films) film seems like a poor comparison to The dynamism possible w VR (what does excel or CAD look like in 3D)? I guess I argued that films ability to create verticals outside entertainment is less a function of your value chain analysis and more a function of the mediums intrinsic qualities.

Secondly, Can you give more definition to what form you see ar taking? Right now it sounds like you are projecting a fragmented landscape with bespoke hardware/software built around specific applications (like wearables) vs. a standardized hardware + specialized software set up (like mobile)?

While I agree with the generic "commoditize your compliments" strategic analysis, I'd argue that the standardization of distribution on the internet was one of the biggest benefits to (smaller) content creators. The App Store and YouTube enabled lots of creators to reach much larger audiences than they ever would have been able to on tv. (Discovery was the choke point).

Anyways, in a cab so sorry for not being more specific.