[busterarm]

And yet ML had to raise almost $5B to get to around ballpark with the Hololens which I assure you Microsoft invested substantially less money into and already has tens of billions in government contracts committed to use the thing.

[leetrout]

What they could do, if they figure out the right play, with the right hardware, is make this a really compelling active entertainment device. You already saw haw popular Pokemon Go was... I think locking eyeballs to locations has VC's interested.

[tsimionescu]

Yes, but Pokemon Go was popular because it was on a phone you already had, because it was an extremely popular franchise, and because of the good luck of being a fad at the right time.

Nothing else took its place, and, while still being popular, it quickly faded from the status of global phenomenon.

It's a nice money making game, but not a hardware seller.

[tdeck]

Most people I knew who played Pokemon Go quickly turned off the AR feature anyway.