VR and AR

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jul 11, 2016 by Albert Wenger · across every show →

Everything said about VR and AR, oldest first

Jul 11, 2016 neutral

Assertion Not checkable as stated

Wenger: VR and AR are still in the installation phase in 2016

“We are in the installation phase for VR and AR. You know, people are pouring lots of money into Both handset headsets, displays, other periphery software tooling and distribution but we are, it's not yet broadly deployed, and so it's not yet that there's an in…”

Albert Wenger Jul 11, 2016 ▶ 6:59 20VC: USV's Albert Wenger on Automation Replacing Humans, The Universal Basic Income and The Instalment & The Deployment Phase

Feb 8, 2017 bullish

Assertion Partly supported

Unity Holds 70% to 80% Market Share in VR and AR Development

“Already they've repurposed or redirected that That development platform towards VR and AR software applications and have 70 to 80% market share of all development that's happening in VR and AR.”

Randy Glein Feb 8, 2017 ▶ 31:21 20VC: The Radical Changes In Public Market Expectations, The Right Way To Assess Valuation & What It Means To Be A Disciplined & Diligent Investor with Randy Glein, Partner @ DFJ Growth

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VR and AR

Everything said about VR and AR, oldest first

Turn any episode into a week of clips.