Incisive Ventures founder Martin Tobias shares his perspective on the strongest enterprise application areas for augmented reality.
Insight
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…”
Insight
Tobias: Tokenizing legacy businesses fails; winning crypto apps are native
“The idea that you can crypto tokenize some legacy business, many of those have not been successful, but OpenSea has been very successful because it's sort of native and sort of Using all of the levers and all the amazing things available in the crypto environm…”
Assertion Not publicly verifiable
TRIPP boosts HRV 35% to 40% more than Headspace, test shows
“They had done a test, an AB test of, 20 minutes on headspace versus 20 minutes on trip. And they showed roughly a 35, 40% Increase in HRV, which is a measurement of how calm you are using trip versus headspace.”
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.”
Opinion
Tobias: Community engagement is far richer in VR than in 2D
“So if what you're doing, you know, has some community based aspect to it, or some audience based aspect to it, you can get a much more, you know, rich engagement with a community in VR than you can in a two D world.”
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.”