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Magic Leap 2: The most immersive AR platform for enterprise

magicleap.com

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Re: Magic Leap 2: The most immersive AR platform for enterprise

#42
post #37
post #17

Earlier quoted context omitted.

Puts the price point in direct competition with Hololens.

If both companies are successful (a big "If"), this means in some years, we'll be hitting another sci-fi milestone for what the future looks like. Thousands of dollars today, but in ~10 years, smartphone prices and hopefully smartphone battery life. It took a bit longer than we'd have liked, but like... Our present is starting to look like the future imagined back when I was a kid . It's very exciting. With a lot les…

It's interesting, the Cyberpunk style worlds were made in the 80s when Japan was still dominant, so people thought Japan would continue dominating. But that didn't quite turn out how we expected. So it's funny to see Japan still so prominently depicted in future settings, kanji on buildings and people with katana running around, but it's nowhere near like that in the real world.

Re: Magic Leap 2: The most immersive AR platform for enterprise

#43
post #23

what are the killer apps for this? maybe someone more bullish can summarize who this customer is?

Their main value prop is any sophisticated work requiring extensive pre-planning in group settings or in a physical environment like surgeries, architecture, and work training. There’s tons of complex jobs like this in the military, healthcare, high end niche manufacturing, etc. There’s also the sales aspect where you help customers visualize products like a car demo to executives. The barrier seems to be customizati…

I still just don't see what Magic leap is going to do in that space. If you just need to overlay real world visuals with metadata, you can do it with a consumer grade smart phone for the past 5 years. If you want immersive, then you want VR. The niches that require goggles are tiny.

Re: Magic Leap 2: The most immersive AR platform for enterprise

#44
post #39
post #27

Earlier quoted context omitted.

> But we shouldn’t shame people for shooting for the moon and landing on earth Sure, but in this case they were telling the public that they'd reach the moon soon, even though they were just building a new sort of plane.

From what I've heard, their original device was pretty incredible, but large, and they weren't able to keep all the same benefits in the portable version. But that original version is what got everyone so incredibly pumped up.

That doesn't match up with what people who know about optics think is possible: https://kguttag.com/2021/10/28/magic-leap-2-pt-3-soft-edge-o...

Re: Magic Leap 2: The most immersive AR platform for enterprise

#46
post #13
post #11

I’ll never be able to get over the insanely fake promotional video for the original Magic Leap that demonstrated background occlusion, and not the ghostly overlayed image that the headset actually delivered. The project was presumably shrouded in such secrecy that the marketing folks had no idea what they were actually selling.

what a fall from grace from "flying whales!" to "here's google glass for the enterprise"...

one step at a time. But I agree it's disappointing. It's like if you saw a commercial for an iPhone and then showed up to COMPUSA to find an Apple II.

Re: Magic Leap 2: The most immersive AR platform for enterprise

#47
post #37
post #17

Earlier quoted context omitted.

Puts the price point in direct competition with Hololens.

If both companies are successful (a big "If"), this means in some years, we'll be hitting another sci-fi milestone for what the future looks like. Thousands of dollars today, but in ~10 years, smartphone prices and hopefully smartphone battery life. It took a bit longer than we'd have liked, but like... Our present is starting to look like the future imagined back when I was a kid . It's very exciting. With a lot les…

This is the same thing people said about the HoloLens 1 at the same price point 6 years ago. I’m skeptical since neither of these are a consumer product and the price hasn’t moved much.

Re: Magic Leap 2: The most immersive AR platform for enterprise

#48
post #20

I made a snarky (maybe somewhat undeserved) tweet comparing Magic Leap to Theranos last year that pissed off Rony Abovitz. He pointed out that they were shipping their enterprise product. I still think the promise was wildly oversold, but at least they are making something.

I think in that analogy, if Holmes had at least accepted limitations and started with a lab that fit on the back of a truck, but still needed a vial of blood as a step 1. The vision may be possible but you gotta start somewhere and you can't just do R&D for 20 years without revenue.

Re: Magic Leap 2: The most immersive AR platform for enterprise

#50
post #19
post #13

Earlier quoted context omitted.

what a fall from grace from "flying whales!" to "here's google glass for the enterprise"...

Meh this could turn out to be a success story. The original founder had more experience in medical and enterprise sales. He wasn’t a B2C type of CEO and probably was surrounded by yes men and the adoring media who fed into his ego. They obviously over played their hand and they were given tons of hype and probably felt the pressure. Not an excuse obviously. But we shouldn’t shame people for shooting for the moon and…

You are giving the CEO way too much credit. I followed the story from the beginning, and from the beginning it was clear he was lying through his teeth about what the technology was capable of. With his "my amazing technology is so advanced, I can't even secretly tell you how secretly we are secretly keeping the technology advances secret." Pure bullshit, and I'm glad to see someone like that fail.

Bullshitters erode the trust in the ecosystem that honest entrepreneurs rely on. (Yes, Elizabeth Holmes, I'm looking at you)

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