Augmented Reality

topic on 23 shows · 104 statements across 76 episodes

Acquired the Y Combinator Startup Podcast Founder's Journal the Pitch Another Podcast We Live to Build the Knowledge Project David Senra Lenny's Podcast My First Million the Neon Show the Official SaaStr Podcast the Startup Ideas Podcast Sourcery Capital Allocators Top Founders the MAD Podcast How I Built This the a16z Podcast Big Technology All-In TBPN 20VC

The latest 60 statements about Augmented Reality, every show

Y COMBINATOR Assertion Contradicted
Scholl: Boom's XB-1 is the first plane landed solely using augmented reality
“The first human piloted airplane landed solely on augmented reality with no natural view of the runway.”
Blake Scholl Jul 28, 2026 ▶ 11:52 Blake Scholl: Breaking the Supersonic Ban · Y Combinator
LENNY'S PODCAST Prediction Not checkable as stated
Kalinowski: Physical AI and Robotics Will Rely on AR/VR Hardware Foundations
“The other part is there's this lineage of technology going through VR and then AR and now in, I'm using the term robotics, physical AI, but you really have to step back and look at autonomous vehicles, drones, obviously robots autonomy period, manufacturing, l…”
Caitlin Kalinowski May 17, 2026 ▶ 6:12 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
DAVID SENRA Assertion Supported
Spiegel: Hundreds of millions of people use Snap AR daily
“Hundreds of millions of people are now using AR, like every day.”
Evan Spiegel Apr 12, 2026 ▶ 49:24 Evan Spiegel, Snapchat: Building a Multi-Billion Dollar Company
SOURCERY Prediction Not checkable as stated
Baszucki predicts AR smart glasses will succeed before VR headsets do
“I think they're going to start to work. I think it's going to be AR before VR.”
David Baszucki Apr 1, 2026 ▶ 21:54 How Roblox Turned Game Developers Into $1.3M+ Earners · Sourcery with Molly O'Shea
LENNY'S PODCAST Assertion Supported
Lovable reached $200M ARR with a team of just 100 employees
“We're over two hundred million in AR. At this point, we're a hundred people large.”
Elena Verna Dec 18, 2025 ▶ 56:22 The new AI growth playbook for 2026 | How Lovable hit $200M ARR in one year
TBPN Prediction Not checkable as stated
Zuckerberg: AR glasses will replace smartphones while VR headsets will replace televisions
“Augmented reality is the future of phones. It's the mobile thing that you're going to take out with you. And I think virtual reality is the future of TVs.”
Mark Zuckerberg Sep 20, 2025 ▶ 51:13 Mark Zuckerberg, James Cameron, Andrew Yang and More - TBPN Top 5
WE LIVE TO BUILD Prediction Not checkable as stated
Corkadillo: Physical architecture will simplify as AR overlays take over complexity
“At a certain point, the overlap of the virtual world, right? Whether it's, we're living in ether, we're moving beyond ourselves or in the present day, that building environment is going to be very basic. What's going to actually become more complex is that vir…”
Brian Corkadillo Jul 1, 2025 ▶ 10:00 29,000 Zoning Codes - Brian's AI Agent Will Know All of Them
WE LIVE TO BUILD Prediction Not checkable as stated
Weisbrot: Humans will never use VR for collaboration in the workplace
“Humans are never going to use VR to collaborate like that. Maybe they'll use AR.”
Sean Weisbrot Jul 1, 2025 ▶ 15:11 29,000 Zoning Codes - Brian's AI Agent Will Know All of Them
Tan: Meta Is an AI Dark Horse Accelerating Progress Cheaply vs AR
“I mean, I think Meta's sort of the dark horse, because, like, they are amassing talent, and then they have crazy distribution. And I think you know, I just would never count Zuck out. I think that he, you know, that it's so crazy that it's super smart that he …”
Garry Tan Apr 29, 2025 ▶ 1:59:05 Y Combinator CEO Garry Tan: Turning Ambitious Misfits into Founders
a16z Insight
Bosworth says augmented reality won't happen automatically without massive capital and effort
“There's a lot of people in tech who are like, yeah, AR will eventually happen. That's not how it fucking works, man. You have to stop And put the money and the time and do it. Like somebody has to stop and do it.”
Andrew Bosworth Apr 24, 2025 ▶ 33:08 What Comes After Mobile? Meta’s Andrew Bosworth on AI and Consumer Tech
Spiegel: AR glasses are critical to Snap's long-term future
“I think that's critical to our long-term future.”
Evan Spiegel Apr 21, 2025 ▶ 56:57 Snap: Evan Spiegel
THE PITCH Disclosure
Banister: Found no investable AR opportunities for two and a half years
“I spent two and a half years turning over every stone in AR, trying to find every investable opportunity I could find, And there just wasn't any, you know, there were a few really interesting goes at industrial uses, things like repairing tractors, educational…”
Cyan Banister Mar 4, 2025 ▶ 25:00 #122 Wist: The Killer Use Case for VR?
THE PITCH Opinion
Banister: Wist is well positioned to be AR's killer app
“If he executes well, and if the timing's right, and all of the pieces are lined up just right, you know, he's well positioned to have the killer app for AR. Like, I can't think of a better one, to be honest with you.”
Cyan Banister Mar 4, 2025 ▶ 26:44 #122 Wist: The Killer Use Case for VR?
THE PITCH Opinion
Dominguez: VR is in a nuclear winter and AR is very cold
“VR is in a nuclear winter and AR is in like a very cold.”
Sofia Dominguez Mar 3, 2025 ▶ 14:03 #45 Whatever Happened to Virtual Reality?
THE PITCH Insight
Dominguez: Disliking appearance is the primary reason people avoid video chat
“Because the number one reason why people don't video chat is because they don't like the way that they look. So if you can change that that allows more and more people to share video, to talk on video, et cetera.”
Sofia Dominguez Mar 3, 2025 ▶ 14:49 #45 Whatever Happened to Virtual Reality?
THE PITCH Assertion Not checkable as stated
Manus: AR is seeing strong industrial adoption, not just entertainment
“And there is a lot being used in industry and AR, not just entertainment manufacturing we're seeing a lot.”
Jillian Manus Mar 3, 2025 ▶ 18:49 #45 Whatever Happened to Virtual Reality?
ACQUIRED Assertion Supported
Gilbert: Zuckerberg accurately forecasted Meta's 10-year focus on AR and AI in 2015
“Mark was actually two for three on, he was forecasting, like, in 2015, what are we gonna Be focused on 10 years from now. That was one of them. Or the other two were augmented reality and AI.”
Ben Gilbert Oct 28, 2024 ▶ 6:03:57 Meta (Audio) · Acquired
Bosworth: AR is history's first computing platform without direct manipulation
“Well, it's worth noting this is really the first computing platform that we've had ever that didn't have a direct manipulation interface.”
Andrew Bosworth Oct 4, 2024 ▶ 14:01 Meta's Chief Technology Officer On Its Augmented Reality Dreams — With Andrew Bosworth
ACQUIRED Prediction Not checkable as stated
Zuckerberg: AR and AI smart glasses will become completely ubiquitous
“I'm pretty sure glasses and kind of, like, holographic presence and AR is going to be a completely ubiquitous Product, right? It's just like everyone who had a phone before replaced it with a smartphone, and then a lot of more people got smartphones. If all we…”
Mark Zuckerberg Sep 30, 2024 ▶ 2:02:31 Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
ACQUIRED Assertion Supported
Zuckerberg: Meta has spent 10 years developing holographic AR glasses
“This is like some huge project. We've been working on it for 10 years.”
Mark Zuckerberg Sep 18, 2024 ▶ 13:57 The Mark Zuckerberg Interview · Acquired
ACQUIRED Prediction Not checkable as stated
Zuckerberg: Full-scale AI will arrive before AR holograms
“A few years ago, I would have predicted that AR holograms would have been available before kind of, like, full-scale AI. And now I think it's probably gonna be the other order.”
Mark Zuckerberg Sep 18, 2024 ▶ 17:26 The Mark Zuckerberg Interview · Acquired
BIG TECHNOLOGY Prediction Not checkable as stated
Kantrowitz: VR and AR will transition from headsets to brain implants
“My galaxy brain take on virtual reality is that we will eventually move from trying to put glasses on our heads to just implanting it into our brains, and that's what VR and AR are gonna be.”
Alex Kantrowitz Sep 11, 2024 ▶ 37:38 iPhone16 Arrives + Apple Intelligence Delays
WE LIVE TO BUILD Prediction Not checkable as stated
Weisbrot: Cheap AI API calls will enable AR trade assistants by 2029
“The way that AI is going now with the API calls, they're going to be so cheap to be able to build and use something like this in the next five years.”
Sean Weisbrot Jul 2, 2024 ▶ 46:50 He Bought a Hotel During COVID to Remove One Pain Point
a16z Assertion Supported
Andreessen: Games Are the Only Known Killer Apps for VR and AR
“Both VR and AR, like, it's crystal clear. The known killer apps right now are games, like, by a very wide margin.”
Marc Andreessen Jun 19, 2024 ▶ 4:57 Marc Andreessen & Andrew Chen Talk Creative Computers
Lieberman: Apple Vision Pro makes augmented reality feel less like a toy
“Now, while I don't think that the Vision Pro has fully delivered on the promise of new market disruption given its high price point, clunky form factor, and short battery life, I do think it's making augmented reality feel way less like a toy than it ever has.”
Alex Lieberman Feb 5, 2024 ▶ 15:37 Why The Next Big Thing Looks Like a Toy? Ft. Apple Vision Pro
a16z Assertion Not checkable as stated
Kim: Snap implicitly banned the term 'augmented reality' internally for four years
“The luxury, the sort of lens product was a state of the art AR product, like augmented reality product. We did not call it augmented reality for four years. And we actually implicitly banned it inside a company to call it an augmented reality because that's te…”
Bryan Kim Jul 21, 2023 ▶ 41:50 Growth vs Efficiency: Can You Have Both?
Benedict Evans: Augmented reality requires a strict visual realism threshold to work
“Whereas for AR, it either looks like it's there or it looks, or it doesn't. That's the thesis. And so it has to have that base level. And so Apple is basically saying that all the stuff that's on the market now just isn't worth selling.”
Benedict Evans Jun 18, 2023 ▶ 8:29 Vision Pro, two weeks on
20VC Prediction Not checkable as stated
Brody: Future of AR lies in creating real-world practical utility
“I think that the future of augmented reality is going to be around creating more and more utility and through the way of understanding the environment around you.”
Jack Brody Apr 26, 2023 ▶ 53:28 Snap's VP of Product Jack Brody: The Future of AR; Snap Glasses; Evan Spiegel's Product Mind | E1006 · 20VC with Harry Stebbings
20VC Prediction Not checkable as stated
Brody: Augmented reality will find its true essence through glasses
“I think ultimately augmented reality will find its true essence through glasses.”
Jack Brody Apr 26, 2023 ▶ 54:48 Snap's VP of Product Jack Brody: The Future of AR; Snap Glasses; Evan Spiegel's Product Mind | E1006 · 20VC with Harry Stebbings
ANOTHER PODCAST Assertion Supported
Evans: No optical AR technology currently achieves workable outdoor depth and occlusion
“No one has actually got to a point where you have a good field of view, it has depth of field, it works in the outdoors, it can occlude bright objects.”
Benedict Evans Apr 16, 2023 ▶ 20:21 Metaverse and crypto - beyond the BS
a16z Assertion Not checkable as stated
Neal Stephenson: AR and VR are not required to build the metaverse
“We absolutely do not need AR and VR in order to build the metaverse.”
Neal Stephenson Dec 27, 2022 ▶ 11:28 a16z Podcast: Best Clips of 2022
a16z Insight
Stephenson: AR and VR are not required to build the metaverse
“We absolutely do not need AR and VR in order to build the metaverse.”
Neal Stephenson Nov 22, 2022 ▶ 0:00 Neal Stephenson on the Future of the Metaverse
a16z Insight
Stephenson: AR untethered from physical space is just bad VR
“By its nature, when you're in an AR experience, it is or it should be somehow tied to the environment you're sitting in. Because if it's not, it's just VR. It's just kind of bad VR.”
Neal Stephenson Nov 22, 2022 ▶ 19:15 Neal Stephenson on the Future of the Metaverse
ANOTHER PODCAST Prediction Not checkable as stated
Evans: VR hardware will unquestionably reach lightweight ski-goggle form factor
“And so you can look at VR and AR and say, like, unquestionably, these things will get way better. The displays will get better. They will get much lighter. We know that for VR. For AR, it's a little bit more open whether the optics will really get us to someth…”
Benedict Evans Oct 31, 2022 ▶ 6:10 How many metaverses?
Evans: Treat Current VR and AR Projects Strictly as Pure Experiments
“And so even if you think that VR and AR are going to work and are going to be the universal thing, think of anything you're doing now as pure experiment, pure learning, pure interest, with no expectation that this is going to be meaningful.”
Benedict Evans Oct 31, 2022 ▶ 28:14 How many metaverses?
Evans: Web3 and the Metaverse Are Completely Independent Technologies
“And so I think that, you know, there's sort of a grounding point, you know, if in five to 10 years, we are all using consumer services or business services or, you know, infrastructure or something that's all running on blockchains, which is basically what we …”
Benedict Evans May 16, 2022 ▶ 3:46 Metaverse - how to be wrong in the right way
Evans: Designing metaverse social networks ten years early is futile
“The challenge is at this point, we're sort of designing social networks in 10 years time. Which kind of comes back to my, you know, the more we spend time we spend saying, so this is how I think it's all going to work. The more you're like, we have no idea how…”
Benedict Evans May 16, 2022 ▶ 29:10 Metaverse - how to be wrong in the right way
Weisbrot: Physical offices are dead, while AR and VR drive productivity and culture
“I think AR is really solid for productivity. VR is very solid for company culture and engagement, and I think offices are dead for multiple reasons.”
Sean Weisbrot Apr 20, 2022 ▶ 32:03 Estonia Has No Income Tax for Companies - If You Never Declare a Profit
WE LIVE TO BUILD Prediction Not checkable as stated
Weisbrot: Team collaboration will move to AR/VR within 3 to 7 years
“The future of team collaboration, all of that is inside of AR and VR. And if my company isn't prepared for that and building for that starting now, even though it's going to take three to five, maybe seven years for teams to be using these tools ubiquitously, …”
Sean Weisbrot Apr 6, 2022 ▶ 9:05 35% Calmer in 20 Minutes: Why VR Beat the Top Meditation App
Tobias: Apple's entry will make AR headsets ubiquitous and viable for software
“You know, once Apple gets in, frankly, You know, I would really push the gas down when Apple gets in, because if you look at what happened in phones, you know, everybody was doing phones and then Apple did the smartphone and then phones just went crazy. When A…”
Martin Tobias Apr 6, 2022 ▶ 10:39 35% Calmer in 20 Minutes: Why VR Beat the Top Meditation App
Tobias: Context delivery in meetings is AR's killer enterprise use case
“I think providing context for real world scenarios, especially meetings is a really great enterprise use case for AR.”
Martin Tobias Apr 6, 2022 ▶ 16:33 35% Calmer in 20 Minutes: Why VR Beat the Top Meditation App
WE LIVE TO BUILD Prediction Not checkable as stated
Tobias: AR will dominate enterprise productivity while VR drives social engagement
“I think AR is going to be all about productivity. VR is going to be more fun and social.”
Martin Tobias Apr 6, 2022 ▶ 27:33 35% Calmer in 20 Minutes: Why VR Beat the Top Meditation App
WE LIVE TO BUILD Prediction Not checkable as stated
Tobias: Ultimate use case for AR will be native apps, not search
“Well, I'm fairly certain that the first version of Those things will be mostly information retrieval. I am looking for and have talked to a couple of companies that are really building apps. And I think the ultimate use case for those things is apps.”
Martin Tobias Apr 6, 2022 ▶ 32:52 35% Calmer in 20 Minutes: Why VR Beat the Top Meditation App
WE LIVE TO BUILD Prediction Not checkable as stated
Weisbrot: Companies without an AR/VR strategy will die in 5–10 years
“I think that there's a lot of companies that will die in the next five years or 10 years, if they're lucky, if they don't have an AR, VR strategy.”
Sean Weisbrot Apr 6, 2022 ▶ 38:15 35% Calmer in 20 Minutes: Why VR Beat the Top Meditation App
Wolfe: AR Will Beat VR Due to Innate Desire for Physical Presence
“Virtual reality will be for some a medium to express their genius and unleash it for the rest of the people. But I am generally less excited about VR. Why? Because I do think that there is this natural analog human desire that is hundreds of thousands of years…”
Josh Wolfe Feb 21, 2022 ▶ 39:09 Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
STARTUP IDEAS Prediction Not checkable as stated
Belsky predicts consumers will voluntarily opt back into brand tracking for AR
“We want to have experiences with brands where they know who we are. I think we're going to start opting back in. And I think especially in the world of AR, you know, where we have immersive experiences around us, we're going to want to be known everywhere we a…”
Scott Belsky Jan 11, 2022 ▶ 27:26 Forecasting the Future of Tech with Scott Belsky | Where It Happens
Evans: Porting desktop typing paradigms into VR repeats past platform mistakes
“And like, all this time you're spending showing how I can type on an AR screen, like, do you really think the future of this is going to be typing? That just feels like such sort of, let's take what we do on our Macs and put them in VR, which is so totally not…”
Benedict Evans Nov 2, 2021 ▶ 25:57 The Meta reality
ALL-IN Prediction Not checkable as stated
Calacanis: Apple intentionally skipped VR to focus directly on AR
“And so I think Apple has skipped VR on purpose, and they're going to AR.”
Jason Calacanis Oct 30, 2021 ▶ 1:15:14 E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more
TOP FOUNDERS Prediction Not checkable as stated
Fisher: RiskScout is on track to reach over $1M ARR by end of 2021
“Now we're, you know, approaching half, you know, half a million of AR. We're actually, the end of the year, we're approaching over a million of AR on track for.”
Justin Fisher Jul 17, 2021 ▶ 9:49 They Help Banks Underwrite Cannabis Founders, $500k ARR Now, $1m Soon?
20VC Assertion Supported
Mehta: Gainsight has surpassed $100 million in annual recurring revenue
“We're like a hundred and something million of AR now.”
Nick Mehta Jul 15, 2021 ▶ 17:24 20VC's Therapist Thursday: We Are Not All Crushing It All The Time So Let's Stop Pretending, Working Through Challenges of Self-Worth and Self-Doubt & How To Find Joy in the Striving with Nick Mehta, CEO @ Gainsight
WE LIVE TO BUILD Prediction Held up
Benatar: Ads will inevitably populate VR and AR worlds
“In game ads are going to be in VR. Eventually they're going to be in AR. Eventually you're going to see ads. All around you physically.”
Shlomi Benatar Jul 13, 2021 ▶ 13:04 The $180B Industry Bigger Than Hollywood Nobody Talks About
MY FIRST MILLION Prediction Not checkable as stated
Puri: AR's killer app is instant face-to-profile social lookup
“The killer app of this is I just look at somebody and it tells me who they are. Like, I can just like, you know, like when you stalk someone, you meet, you see someone interesting, you like try to look them up, you find their Instagram, you see what their life…”
Shaan Puri Jun 18, 2021 ▶ 6:12 Making Billions with Greeting Cards & Rich People (not) Paying Taxes | My First Million #192
NEON SHOW Insight
Singh: Media Platforms Must Focus on Stories Rather Than Formats
“Again, books are just another form of storytelling, right? Like, movies are just another form of storytelling. Like, it's not about text or literature, and this is something that I've been saying since we started building The Philippi, and at that time obvious…”
Ranjeet Pratap Singh May 10, 2021 ▶ 32:26 Inside the mind of Ranjeet Pratap Singh, Co-Founder, Pratilipi | 100x Entrepreneur Podcast
TOP FOUNDERS Assertion Not checkable as stated
Facelift's largest enterprise customer generates $50,000 monthly revenue
“The highest AR is about 50,000.”
Teo Töpper Mar 13, 2021 ▶ 16:25 1 Customer Pays $600k/yr, How Social Marketing Company Facelift Broke $25m ARR
WE LIVE TO BUILD Prediction Open · timeframe Feb 2031
Dragan: Direct brain-stimulated AR holograms will arrive within 10 years
“We're probably gonna have something in terms of augmented reality that would be probably directly brain-stimulated. So, instead of having holograms the way we're imagining them, Right now, like, you have a device in front of you, and Princess Leia appears, and…”
Mike Dragan Feb 17, 2021 ▶ 35:26 The Hidden 95%: Why the EU Is Still an Untapped Market
KNOWLEDGE PROJECT Prediction Not checkable as stated
Eyal: VR and AR will make the world far more distracting
“If you think the world is distracting now, just wait a few years, right? It's only going to become more distracting with virtual reality and augmented reality and who knows what else reality. It's only going to get worse.”
Nir Eyal Feb 16, 2021 ▶ 30:15 #104 Nir Eyal: Mastering Indistraction
Sisson: Outdoor AR cannot be positioned accurately with current GPS technology
“Mostly we'd learned that the ecosystem isn't there yet. With GPS and the other ways to position it, you just can't put it accurately enough.”
Peter Sisson Nov 27, 2020 ▶ 15:38 Can Consumer App For Authenticated Videos Tied to Location Work in 2020?
20VC Opinion
Palmer Luckey: AI Is Not a Natural Outgrowth of VR or AR
“Artificial intelligence is not a natural outcropping of virtual reality or augmented reality.”
Palmer Luckey Sep 28, 2020 ▶ 9:12 20VC: Anduril Founder, Palmer Luckey: "I Am Here To Build a $50Bn Company", How Palmer Evaluates His Relationship To Money Pre & Post Oculus' $2.3Bn Exit & Why The US DOD Needs To Be More Like China in It's Approach
a16z Prediction Not checkable as stated
Andreessen predicts voice audio, not visuals, will be the foundation of AR
“Yeah, I think actually I'd go so far as to say it may be the case that voice actually is the key to the AR world. Like voice may be the thing. Voice may actually be the foundation of the whole thing.”
Marc Andreessen Dec 12, 2019 ▶ 11:50 Why You Should Be Optimistic About the Future
Content Is the Single Driver for Consumer VR Hardware Adoption
“Because the one thing that's going to make you buy a VR headset over any other computing device out there is perhaps the content and similarly for AR as well.”
Sai Krishna Dec 12, 2019 ▶ 2:49 1601 If All Content Becomes 3d With AR, VR, This CEO Will Be At The Center Of It

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