I've long been a huge skeptic of the whole Metaverse project/undertaking, I think I've called it a smoking crater where ten billion dollars used to be. But this is really interesting: it sounds like the display works, and it sounds like the puck is workable, and it sounds like both can squeak above the line in terms of battery life. If those things are true I may turn out to have been completely wrong. I don't know t…
Given that this is AR, not VR, and that AR has never even been as popular as VR outside a few industrial niches, I don't think this should change anything in your estimate of the value. Despite all the hype, the only thing that XR has ever been mildly popular for has been VR gaming. AR glasses can't do that well, since everything is transparent, instead of making you feel like part of the game world, so I would perso…
Additive displays do make it hard to port existing games but that was true for mobiles and touchscreen. If the platform is popular, it will have games.