four
stages of tech market development
installed base (under 100 million til 2018)
So how can AR/VR startups survive when long-term AR/VR business models won’t have the scale they
need to thrive for 18-24 months? You just need to know where to look. So let’s
look.
need to thrive for 18-24 months? You just need to know where to look. So let’s
look.
Get bought
Oculus. Enough said.
Raise a ton of money
Magic Leap. Enough said.
Do something else
Lightfield capture,
render and streaming firm OTOY’s
render and streaming firm OTOY’s
Cubic Motion helping
creative minds express themselves
creative minds express themselves
Find a publisher
pretty standard for
the games industry, and is already helping AR/VR games studios build their
businesses via development
the games industry, and is already helping AR/VR games studios build their
businesses via development
Own a vertical
zSpace’s a complete screen
VR solution for education. “We use a subscription model, where hospitals get
our hardware for free and pay for neuro-healthcare exercise/games content and
analytics. We also have a subscription-based home product for compliance and
training.”
VR solution for education. “We use a subscription model, where hospitals get
our hardware for free and pay for neuro-healthcare exercise/games content and
analytics. We also have a subscription-based home product for compliance and
training.”
Have wealthy parents
strategic high ground requires
serious piles of cash to make it work
serious piles of cash to make it work
Sell picks and shovels
serves “almost a
quarter of a million developers, and over 25,000 apps.” making money from
app development, customized AR engine licensing and AR engine sales …. fill the
gap left from when Metaio was
bought by Apple.”
quarter of a million developers, and over 25,000 apps.” making money from
app development, customized AR engine licensing and AR engine sales …. fill the
gap left from when Metaio was
bought by Apple.”
Get sponsored
on brand-funded
content. Brands can rationalize this in a marketing budget and get early mover
visibility for whatever they’re trying to promote
content. Brands can rationalize this in a marketing budget and get early mover
visibility for whatever they’re trying to promote
Enable advertisers
turn static media into
AR interactive content, …monetize with platform access fees and
performance-based pricing.”.
AR interactive content, …monetize with platform access fees and
performance-based pricing.”.
Sell to enterprises
to enterprises and
governments value-added reseller network today.
governments value-added reseller network today.
the company’s $60,000 OZO 360-degree camera
from “sports, music, news, entertainment and advertising sectors. Our pilot
projects could lead to large enterprise deployments in the next one to two
years.”
from “sports, music, news, entertainment and advertising sectors. Our pilot
projects could lead to large enterprise deployments in the next one to two
years.”
Sell to users
build marketplaces and
tools that help people share content, and collect fees on those marketplaces.
tools that help people share content, and collect fees on those marketplaces.
retail sales,
Be lean
It’s worth keeping in mind that AR/VR is
still a very early-stage market.
still a very early-stage market.
Sequoia Partner Matt
Huang describes this approach eloquently. “If you’re a startup in a market with
uncertain timing like AR/VR, breaking into a curve is safer than accelerating.””
Huang describes this approach eloquently. “If you’re a startup in a market with
uncertain timing like AR/VR, breaking into a curve is safer than accelerating.””
Innovate
business model
innovation in the next 18-24 months, rather than legacy monetization models
. It is not the strongestinnovation in the next 18-24 months, rather than legacy monetization models
that survives. But the species that survives is the one that is able to adapt
to and to adjust best to the changing environment in which it finds itself.”
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