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

ARPost

This implies an enormous variety of software that will be used for its construction and for its application in our lives. 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. Today I will delve into other opportunities.

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The AR Space Race, Part VII: Microsoft

AR Insider

That could be wayfinding with Google Live View , or visual search with Google Lens. As you can tell from the above examples, Google will have a key stake in this “Internet of Places.” continuing here with Microsoft. It’s within that reborn cloud culture that Microsoft’s AR efforts germinate.

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The XR Week Peek (2023.03.20): Meta to perform new layoffs, Google Glass to shut down, and more!

The Ghost Howls

More info (Official statement by Mark Zuckerberg) More info (Meta to lay off 10,000 people — Road To VR) More info (Meta to lay off 10,000 people — Upload VR) More info (Meta focusing more on AI — Yahoo Finance) More info (Meta focusing more on AI — CNN) Other relevant news Google is discontinuing Glass It’s the end of an era.

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Who’s Waging the Wearables Wars? Part II: Microsoft

AR Insider

After examining Amazon last week, it’s time to zero in on Microsoft. In addition to standard audio fare like music and phone calls, they’ll integrate natively with Microsoft products like Office. Microsoft had a similar fate in smartphone era. So how do wireless earbuds better position Microsoft?

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Who’s Waging the Wearables Wars? Part III: Google

AR Insider

After examining Amazon and Microsoft , it’s time to zero in on Google. For Google that of course means search. Several Google moves over the past decade had that same underlying goal. Meanwhile, Google’s AR play is visual search , which similarly traces back to the goal of driving search volume.

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The XR Week Peek (2023.08.28): Quest 3 unboxing leaked, Samsung+Google headset situation is blurry, and more!

The Ghost Howls

First of all, Google has to keep the work on the headset very secret also internally , because Samsung is afraid that Google will steal its expertise to build a competing product. Google is working in parallel to build the Android XR operating system for this headset and a Micro XR operating system for AR glasses.

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The AR Space Race, Part VII: Microsoft

ARVR

That could be wayfinding with Google Live View , or visual search with Google Lens. As you can tell from the above examples, Google will have a key stake in this “Internet of Places.” continuing here with Microsoft. This ties to Microsoft’s DNA, as enterprise productivity has been its core business for 30 years.

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