We love AR, but new entrants need to be able to differentiate meaningfully from existing platforms who are able to simply add more AR features to an already captive audience. While the widening of access to AR technology via existing channels (e.g. extensive filters) has been helpful in driving mass market adoption and familiarization, it’s also be... See more

Facebook has on the order of 10,000 designers and engineers working on AR/VR. They are making a massive investment, and it appears to be working. The only other plausible contender right now is Apple. There are rumors they have a serious effort, but they are ultra secretive so we don’t really know. Google and Amazon don’t seem to be investing in AR... See more