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Tuesday, January 03, 2023

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Estelle Pienaar

If you give into your temptations to predict no apple vr/ar announcement, it would be the fastest wrong ever!

Martin K.

VRChat or Rec Room will be acquired or partner with a major tech company in 2022.

Wrong! Though I did say to someone at Meta, "Why don't you all just give up with Horizon and buy Rec Room?" To which they said something to the effect of, "The government would jump down our throats!"

I guess, Meta won't buy another metaverse app as long as they have teams working on Horizon Worlds and Crayta (and Ready at Dawn possibly working on yet another metaverse app).

As Rec Room is quickly running out of new, profitable platforms, they might already have the peak of their success behind them without investors having given up hope, thus, their valuation might be way too high for an acquisition currently. Why buy now, when you can buy for a fraction of the cost in a few years?

VRChat is probably growing a bit more, but it's increasingly clear that VRChat is not for everyone, thus, they might have to transition to a permanent niche state without total user growth soon (like Second Life did long ago). That's a bad fit for Meta's ambitions in social VR. I'm not sure there is any other big player who would be interested in such a niche product that comes with a lot of controversies - maybe ByteDance or Tencent?

Angel

"Apple will not announce AR/VR products in 2022." How about Apple's Vision Pro (augmented reality)? They literally released this info 5 days ago.

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