virtual reality (vr) continuum - amp new ventures

AMP New Ventures Technology Innovation

Virtual Reality (VR) Continuum December 2016

1

Perspective

If the Internet is the sharing of information then Virtual Reality (VR) is

the sharing of experiences and if most customer experiences are digital

then Virtual Reality (VR) must be important for it is the next frontier in

digital

VR immerses users in indistinguishably real simulated environments

while Augmented Reality (AR) blends the digital into our physical

environments In the past month PlayStation VR was released along

with Google VR to join a global ecosystem of VR content infrastructure

and platforms startups projected to be worth $160bn by 2020

Given It will transform experiences across industries including Financial

Services and the expert consensus is that mainstream adoption is ~5

years away we recommend Financial Services companies start

exploring VRAR possibilities now

Contents

Perspective

Ecosystem

Virtual Reality (VR)

Augmented Reality (AR)

Applications

bull Financial Services

bull The new social media

bull vCommerce

bull Workplace transformation

Why now

Market size 26

Startup examples 30

2

3

5

12

1

19

20

17

22

21

18

3

Virtual Reality User in completely digital

world

Augmented Reality (AR) Digital assets overlaid onto the

real world

Augmented Virtuality (AV) Real world objects or avatars in

virtual world

Reality experiences sit on a continuum from reality to fully immersive

Source Trekk

4

Source TheVRfund

VR ecosystem consists of infrastructure platform and content startups

7

There are two kinds of people Those who think VR will change the world And those who havenrsquot tried VR

5

6

Virtual Reality An immersive simulation of a 3D environment created using

interactive software and hardware and experienced or controlled by

the user through the body

AR Applications Why now VR Investment Startup Examples

VR has evolved from simple pictures to powerful immersive experiences

over the past 60 years

7

Selected Milestones

1960Sensorama

prototype by Morton

Heilig

1968 First HMD

system The sword of

Damocles

1985Data Glove for

commercial use by VPL

1987Virtual

Reality coined

by VPLrsquos

Lanier

1993Sega

announces VR

prototype

1999rsquoThe Matrixrsquo

released

2007 Google

introduces

Street View

2014 Facebook buys

Oculus for US $2bn

2014Google

invests US$500m

in Magic Leap

1994Nintento

releases

Virtual Boy

1983 First

Nintendo

released

Present

Feb 2016

Alibaba invests

~$800m in

Magic Leap

Sep 2016

PlayStation VR

Released

Oct 2016

Facebook demos

VR Social Media

2014 Google

Cardboard

released

8

Video is sent from the smartphone console or computer

to the headset via a HDMI cable on to a HD display

The picture sits behind a lens and

ranges up to 360 degree field of view

but is typically 100 or 110 The

wearer sees an expansive 3D

panorama

Interchangeable lenses

for different sizes and

sight conditions

Accelerometer that

detects head movements

Gyroscope that helps the video

rotate in 3 different axis (XYZ)

Infrared sensors for eye tracking

Source MIT technology review

Oculus Rift

Headset teardown

9

Todayrsquos range in headsets

It is likely that AR and VR headsets will converge into one that does both

Price (USD) $3000 $800 $800 $400 $100 $80 $5

Release date March 2016 May 2016 March 2016 October 2016 December

2015

November

2016 June 2015

Units shipped ~10k ~500k ~500k 26m ~23m 500k 10m+

Platform

In-built PC PC PC PlayStation 4

Samsung

Flagship phone PC Mobile

Mobility Yes No No No Yes Yes Yes

Controller Camera and

depth sensor Laser towers

Handheld

remote (Oculus

touch)

Dualshock 4

and PS Move Trackpad

Handheld

remote Single button

HTC Vive Samsung Gear

VR

Microsoft

Hololens (AR) PlayStation VR

Google

Daydream

Google

Cardboard Oculus Rift

Stand-alone device Tethered to another device (PC

Console etc)

Cradle that holds a mobile phone

High-end Cheap

10

Capture Use a Multi-camera rig to

capture video or objects across a 180 by

360 area simultaneously

VR film techniques (audio framing lighting

etc) are much more complicated that

normal video shooting

Edit Extract content from each camera

via SD cards sync in video software such

as Autopano and stitch together 360

spherical panorama shot Effects such as

sound interactivity and colour can be

added in

Watch Use a VR headset Cardboard

VR Viewer or Mobile phone to view

videos

Nokia VR Camera

Autopano software Oculus Rift

Google Cardboard

Virtual Reality

How content is created

Create Objects can be built in virtual

worlds through CGI (Computer generated

imagery) or transferred into the virtual world

through volumetric scans

1 2 3

OR

11

Virtual Reality

Applications span across industries

Healthcare Surgeons operate in VR to

practice difficult procedures

ahead of time

Entertainment Fully immersive cinematic

experiences (Virtual

stadiums Concerts Theatre)

Manufacturing VR Headsets used to

experience build and inspect

prototyping designs

Education Virtual classes to observe historic

natural and architectural sites to

drive deeper subject engagement

Charity Charities are allowing people to

experience first hand hardships

such as war poverty and natural

disaster for a deeper impact

Sporting Coaches using player point of

view simulations to train

teams devise plays and re-

visit past games

Military Virtual combat simulations

are used to train soldiers

before they are deployed in

real life

Travel Travel agencies let customers

experience destinations in VR

before they book from views

such as helicopter or submarine

12

Augmented Reality Digital information is overlayed onto the physical world


Augmented Reality (AR) supplements reality whereas Virtual Reality

(VR) replaces reality

13

Augmented Reality (AR) is a hybrid reality

technology overlaying the real world with

digitally rendered media It is the overlap

between the virtual and the real

AR is typically available through smartphones

or devices such as Microsoft Hololens which

obtain geo locational information and overlays

it with with tags Images videos etc

Pokeacutemon Go became the most

viral app ever within 10 days of its

release in 2016

Snapchatrsquos AR Lenses have

attracted 100m+ daily active users Microsoft Hololens is a headset

controlled by gestures gaze and

voice

How Augmented Reality (AR) works

14

Digital information is projected

onto the object usually computer

generated videos3D models The

software updates its projection multiple

times per second in response to the

environmental changes

Camera identifies object 1 of 3

ways bull Markerless tracking Computer vision

is used to recognise objects

bull Marker tracking A data code (eg

QR) is printed on or near the object

that the device scans and reacts to

bull GPS tracking Geolocation data is

used to identify places (ie

restaurants landmarks etc)

Orientation is measured such as depth and movement using

accelerometers orientation and

barometric sensors

How content is created Content developers use software such as Sketchup or Revit to design 3D models and implement

animations The more complex the character or object the longer this will take 3D content libraries such as Sketchfab are emerging

where designers and developers publish open source content

1 2 3

Optics System Light engine beams photos

through holographic lens

(waveguides) into the users eyes

to project holographic images

Microsoft Hololens

Headset teardown

15

Companies such as Google and Samsung

have submitted patents for lsquoSmart contact

lensesrsquo built for AR

Depth Camera

To sense how far away things

are with a 120 x 120 degree

span of vision

In-built Computer which contains CPU GPU and HPU

receiving terabytes of data every

second from sensors

Mixed reality

video camera 2 megapixel camera that

records what you see

including holographic

elements

Microphone for voice commands

16

Augmented Reality


Healthcare Handheld scanners that

project over skin to show up

veins as well as AR glasses

to help operate in the surgery

room

Entertainment A wave of AR gaming apps such

as Pokeacutemon Go and Ingress

have gained mass popularity

along with social media

applications such as Snapchat

Retail Items can be scanned with AR tech to

surface specs such as price stock

and make For example Ikea is

allowing consumers to visualise pieces

of furniture in their homes using 3D

models

Education 3D models to help visualise

sites or objects to deepen

make learning more engaging

Military Equipment such as the ARC4

allows commanders to transmit

data such as maps and targets

directly to the soldiers helmet

Advertising Absolut Vodka launched an AR

app that takes consumers on a

3D tour of Aringhus the Swedish

village where the vodka is

produced once scanned

Industrial Manuals can show up on next to

complicated manufacturing or

industrial equipment once

pointed at

Tourism Overlaid geo-locational tagging and

data virtual hotel room selection

and booking automatic

translations GPS navigation

17

Applications VR Continuum


18

Financial Services

If you want engagement entertain

Experiencing goals and

retirement planning in VR Individuals could visualise their personal

journeys toward retirement and relate to it in a

meaningful way beyond just numerical

balance forecasts as seen in most financial

plans today In being more engaging people

would in turn better prioritise their decisions A

Stanford study has also proved that Millennials

more actively engage with retirement planning

after seeing an age-morphed version of

themselves now dubbed as the Proteus effect

Step into your future property Today if you were to purchase a property off

the plan you are likely to be given a

brochure and at best a display suite VR

experiences will allow the buyer to walk

inside a Virtual property instantly testing and

selecting features such as materials colours

lighting etc As home purchasing is an

emotional decision experiencing the actual

space will lead to higher sales conversions

Start Smart VR ndash CBA Children donrsquot want to engage with

lessons on money management

because they feel itrsquos irrelevant to

them however CBA is making a bet

on immersive entertainment to trigger

engagement and improve financial

literacy

In October 2016 CommBank (CBA)

launched its Start Smart Virtual

Reality pilot in 24 schools across

Australia where children experience

the story book lsquoSammy the Space

Koalarsquo with the aid of a VR headset to

reinforce money lessons learnt in

class and distinguishing between a

lsquoNeedrsquo and lsquoWantrsquo

Second lifestyle in Aged Care Is it possible that aged care residents in the

future might choose to spend a large portion of

the rest of their lives in Virtual worlds

Aged Care Residents at Mercy Health are

being teleported around the world via a VR

headset as part of a pilot designed specifically

for aged care and dementia patients As a

result some residents have significantly

improved in sociability and memory

19

Vcommerce

Immersion leads to conversion

Ecommerce to Vcommerce In 2015 Amazonrsquos market cap surpassed

Walmart while for the first time more US

shoppers purchased online (103m) than in

stores (102m) for Thanksgiving and Black

Friday weekends While this inflection point

for e-commerce is testament to its rise in

favour with shoppers it still faces a

longstanding challenge human naturersquos

inherent desire to lsquotry before you buyrsquo

35 of shoppers would be more open to

purchasing online if they could experience a

product virtually according to a

Walkersands lsquoFuture of Retail 16rsquo report

Accordingly E-commerce giants such EBay

and Alibaba are aggressively doubling

down on their VR strategies Global E-

commerce is set to hit USD $4t by 2020

Show me possibilities Coca Colarsquos use of Cimaginersquos AR

technology allows businesses to visualise

vending machines and fridge placements

Since its adoption Coca Cola has seen a

20 increase in its sales of coolers while

decreasing its sales visits from 3 to 1

Meanwhile Ikearsquos is building an AR

application that will allow customers to

see what furniture would look like in their

homes

VISA amp House of Holland

ndash Augmented Payments In August Visa Europe experimented

with their image recognition

technology at the UK fashion brand

House of Hollandrsquos menswear launch

where consumers were able to point

their mobile camera at models as they

came out and purchase runway

designs on the spot

20

Social media

The future of social networking

Deeper Social Interaction Undoubtedly the next frontier in social media

will be in a virtual space where social

interaction will be an attempted replication of

real in-person interaction This could solve a

problem that todayrsquos social platforms face

where the focus has been on posting media and

following celebrities rather than actual

relationship-deepening interaction

Hang out anywhere Social VR will allow people to choose

immersive and convincing settings to interact It

could be in the office on the moon or on

hammocks in the Hamptons While this lsquoVirtual

Tourismrsquo could be exciting on its own the live

virtual presence of lsquofriendsrsquo is what will make it

meaningful and increase time spent

Supernatural In a VR world physical constraints such as

gravity space and material are non-existent

opening up supernatural possibilities and

shared experiences such as flying engaging in

light saber battles teleportation etc

Social VR (Facebook) Since purchasing Oculus in 2015 for

$2bn Facebook has doubled down on

its effort in VR capabilities growing its

team to 400

In October 2016 Zuckerberg wowrsquod

the world with a demonstration of

Social VR a platform Facebook is

creating where people could meet in

virtual environments as avatars to

chat play games make calls switch

worlds and more

We should build software and

experiences that follow the way our

minds work and process the world

Zuckerberg said Virtual reality is the

perfect platform to put people first

because of presence

21

Workspace Transformation

Greater flexibility mobility and cost reductions

AR will bring life to data

and make it simple Large amounts of data typically stored

in spreadsheets will be viewable and

easily manipulated on the go hands-

free increasing productivity

This could allow for easier off-site

customer engagement where agents

could easily explain concepts show

designs and talk through data without

the need for a whiteboard or projector

Virtual conferencing

Unprecedented flexibility and

mobility bull The ability to collaborate and communicate

face to face in a virtual space will allow a

new form of flexibility and mobility which is

being increasingly valued by employees

especially motivated organised and self-

starter types

bull Attending International conferences or

meetings could be done easily from the

comfort of a home or office avoiding

traveling time and costs while still

experiencing near-person intimacy

bull Lower overhead costs for suitable business

which may no longer require leasing an

office space full-time and as a result reduce

utility and technology costs

3D design thinking will be applied to

information so it can be best interpreted

or experienced making it particularly

easier for those who are not familiar with

numerical or technical formats

8ninths Citibank ndash

Floating trade data

8ninths worked with Citibank to

develop a Hololens app where

financial traders can litter their

environment with floating

investment data visualisations

such as graphs and charts to help

them better consume information

throughout their trading day

22

Why now VR Continuum


23

Advancement in Graphics (GPUs) When Sony released the Nintendo console in 1983 3D graphics entered the

consumer home for the first time ever Since then over the past 20 years video

games have carried the torch for improvement in 3D Graphics

Why it matters For VR experiences to be convincing and comfortable a minimum framerate of

60 per second is required which in turn requires a minimum GPU and CPU

power Fortunately Moorersquos Law which states that the processing power of

transistors doubles every year has held and taken care of the commercial

affordability of GPU and CPUs required to support immersive VR experiences

Mobile devices

Computer costperformance (1992 ndash 2012) Madden NFL 2004 vs

Madden NFL 2015

Why now

Advancement in Video Game graphics

24

Downward cost pressure via smartphones At the core of every VR headset are the guts of a smartphone (LCD

Screen Camera Circuit Board) ~6bn billion people have

smartphones (over 80 of the world population) and this mass

production has driven down the cost of these components over time

For example the estimated material cost of an Apple Iphone 5 (16g)

is $168 with the HD LCD screen costing less than $20 and Camera

less than $10 To draw a comparison a 4k resolution 55 inch LCD

screen (required for a VR experience) would have cost $8500 in

2003

Cheaper MEMS (Gyroscopes Accelerometers) VR headset components also include Microelectromechanical

Systems (MEMS) such as Gyroscopes and Accelerometers which

have also dropped in price significantly thanks in part to their broad

use in smartphone and wearable devices

For example A 3-axis accelerometer costing $3 in 2007 can now be

purchased for $065 almost 5x cheaper A 1-axis gyroscope was

priced $15 in 2006 and are now available for under $2

Why now

Affordable Hardware

25

Cost of content Content is yet to catch up to hardware in VR due to the high development

costs as professionals in this space (VR UX 3D Modelling Architects) are

still rare In film Hollywood is yet to figure out effective cinematic

techniques and are hesitant to invest in full length films However VR

hardware producers are priming a wave of VR content In June 2015

Oculus committed $10m to fund VR games while in early 2016 HTC

announced its allocation of $100m to the Vive x VR Accelerator

Motion Sickness Latency is still an issue where there is a tiny but perceptible delay

between when you move your head in VR and when the image in front of

your eyes changesmdashcreating a mismatch between how we feel and what

we see In VR latency can be as low as 20 milliseconds however this can

easily increase depending on the application and cause some users to feel

sick

Difficulty in tricking all senses VR is currently audio and visually immersive however it is still hard to trick

all senses such as physical limb movements or taste or smell Haptic

technologies are being to solve this for example the Tactical Haptics

Controller or Rift Touch bring lsquoyour hands into VRrsquo and AxonVRrsquos

Exoskeleton lets you feel pressure and temperature in virtual worlds Other

challenges include building in impact physics and feeling the weight and

gravity of virtual objects

Not yet

Limitations

26

Investment VR Continuum


27

$17b of ARVR VC investments in the 12 months to Q1 2016 with $12b

invested in Q1rsquo16 of which ~$800 m went into Magic Leap

4 ARVR Unicorns exist today

Magic Leap ($45bn) Oculus ($2bn) Blippar ($15bn) Mindmaze ($1bn)

$800m investment in

Magic Leap (Series C)

$540m investment in

Magic Leap (Series B)

Source Digi-Capital

28

Revenue forecast

ARVR to hit $150bn revenue by 2020 with AR taking lions share

Source Digi-Capital

29

Revenue Share

Games and film will dominate VR while a-commerce will dominate AR

Source Digi-Capital

30

Startup examples Virtual Continuum


31

Magic Leap

Bring magic into the world

Description Magic Leap is considered the most hyped AR startup today having raised a

~$800m Series C funding in February 2016 at a valuation of $45b post-

money with a commercial product yet to launch

What it does Known for being secretive about its developments we only know that Rony

Abovitz (CEO Magic Leap) is working on an AR headset which will rival

existing headsets such as the Microsoft Hololens They have also released

app teasers such as this robot-fighting game and this holographic desk

experience which have contributed to the hype

Why it matters For many VR is seen as potentially isolating and an imperfect

substitution for real face-to-face conversation AR offers the opportunity

to enhance rather than replace the reality we all currently share

As such its applications could be more readily understood and adopted

by the broader community beyond gaming and film However a high

quality scalable wearable AR technology has still not been developed with

Google class coming closest Hence Magic Leaprsquos stated intention of an AR

headset is generating significant buzz

Founded 2011 Florida

32

Description Perhaps the most successful Kickstarter campaign ever launched Oculus is

todayrsquos poster child in consumer VR hardware specifically for its GearVR and

Oculus Rift headsets Only 2 years after its launch in 2012 Facebook bought

Oculus for $2b

What it does Statista forecasts 36m Oculus Rift and 5m Samsung GearVR headsets be sold

in 2016 Apart from headsets Oculus also creates gesture control devices such

as the Oculus Touch and has an open source development kit in which the tech

community can use to build apps

Why it matters Oculus has inspired a new wave of applications from researchers to film makers

to sporting enthusiasts some of which are available at the Rift store Its new

parent company Facebook which has 17bn active users is investing heavily in

VR according to Mark Zuckerberg who has grown the VR team at FB to 400 In

October 2016 at the Oculus conference Zuckerberg presented a social media

VR demo where people could meet in a virtual environment as avatars to chat

play games switch worlds and more

Oculus

Making Virtual Reality a reality

Oculus is Latin for lsquoeyersquo Touch lsquohands in VRrsquo

Founded 2012 California

33

Snapchat

Augment your selfies

Description Snapchat is a popular social media app that allows users to send customisable

pictures videos and messages which self-destruct in seconds It has 100m

daily active users and its popularity is largely attributable to its AR face filters

In October 2016 Snapchat made an announcement to IPO in early 2017 at a

valuation range of $30b - $40b

What it does bull Lenses AR face filters that transform your face into a dog pumpkin

goddess etc using facial recognition Snapchatrsquos facial recognition

capabilities owe to its $150m acquisition of Ukrainian startup Looksery

bull Geo-filters Special overlay that decorates the snap with where when

temperature speeds and can be created for special events (concerts

political events sporting matches)

bull Spectacles Snapchat has announced its first wearable lsquoSpectaclesrsquo which

are sunglasses with in-built cameras to take up to 30 second videos and

connected to the Snap app

Why it matters bull No1 social media for millennials according to Statista

bull 100m daily active users

bull Valuation of ~$40bn in 2016

While Facebook and others have aggressively copied Snapchat features

(Instagram Stories Messenger layout) Snapchatrsquos defensibility comes from the

fact that it is not just a social media company but also an AR company Snaprsquos

decision to release hardware lsquoSpectaclesrsquo will further solidify its position and

popularity with millennials

Snapchatrsquos first wearable lsquoSpectaclesrsquo glasses with an

in-built camera (worn by CEO Evan Spiegel)

AR Dog ears filter Geolocational filter


34

Jaunt VR

Immerse in cinema

Description Disney-backed Jaunt is making it easier for creators to produce VR

content focusing on cinematic experiences and aiming to become the

lsquoNetflixrsquo for VR

What it does bull Jaunt App is a worldwide distribution channel for cinematic VR

experiences across platforms and headsets

bull Jaunt One Camera simultaneously records 3D stereoscopic video in

all directions capturing the material needed for VR stitching

bull Jaunt Cloud is a publicly available cloud-based software for cloud-

based rendering and stitching

Why it matters A primary barrier to mainstream adoption of VR right now is the lack of

quality content With tech such as Jaunt anyone including musicians

sportsmen documentary film makers will be able to create unique

immersive experiences

Director Christopher Nolan says VR will be its own medium ldquoI never get

asked anymore lsquodo you think video games will kill moviesrsquo 10 years ago

I was asked that all the time Theyrsquore two different mediumsrdquo

Jaunt films

Jaunt camera


AMP_NV

new_venturesampcomau

1

Perspective

If the Internet is the sharing of information then Virtual Reality (VR) is

the sharing of experiences and if most customer experiences are digital

then Virtual Reality (VR) must be important for it is the next frontier in

digital

VR immerses users in indistinguishably real simulated environments

while Augmented Reality (AR) blends the digital into our physical

environments In the past month PlayStation VR was released along

with Google VR to join a global ecosystem of VR content infrastructure

and platforms startups projected to be worth $160bn by 2020

Given It will transform experiences across industries including Financial

Services and the expert consensus is that mainstream adoption is ~5

years away we recommend Financial Services companies start

exploring VRAR possibilities now

Contents

Perspective

Ecosystem



Applications



bull vCommerce


Why now

Market size 26

Startup examples 30

2

3

5

12

1

19

20

17

22

21

18

3


world


real world


virtual world


Source Trekk

4

Source TheVRfund


7


5

6







7

Selected Milestones

1960Sensorama

prototype by Morton

Heilig

1968 First HMD

system The sword of

Damocles

1985Data Glove for


1987Virtual

Reality coined

by VPLrsquos

Lanier

1993Sega

announces VR

prototype


released

2007 Google

introduces

Street View

2014 Facebook buys

Oculus for US $2bn

2014Google

invests US$500m

in Magic Leap

1994Nintento

releases

Virtual Boy

1983 First

Nintendo

released

Present

Feb 2016

Alibaba invests

~$800m in

Magic Leap

Sep 2016

PlayStation VR

Released

Oct 2016

Facebook demos

VR Social Media

2014 Google

Cardboard

released

8







panorama



sight conditions

Accelerometer that






Oculus Rift

Headset teardown

9



Price (USD) $3000 $800 $800 $400 $100 $80 $5


2015

November

2016 June 2015


Platform


Samsung





Handheld

remote (Oculus

touch)

Dualshock 4


Handheld



VR

Microsoft


Google

Daydream

Google



Console etc)


High-end Cheap

10












added in



videos

Nokia VR Camera


Google Cardboard

Virtual Reality






1 2 3

OR

11

Virtual Reality




ahead of time






prototyping designs











visit past games




real life





12





13











release in 2016




voice


14


















barometric sensors




1 2 3





Microsoft Hololens

Headset teardown

15




Depth Camera



span of vision



second from sensors

Mixed reality




elements


16

Augmented Reality






room











models
















pointed at





17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


Contents

Perspective

Ecosystem



Applications



bull vCommerce


Why now

Market size 26

Startup examples 30

2

3

5

12

1

19

20

17

22

21

18

3


world


real world


virtual world


Source Trekk

4

Source TheVRfund


7


5

6







7

Selected Milestones

1960Sensorama

prototype by Morton

Heilig

1968 First HMD

system The sword of

Damocles

1985Data Glove for


1987Virtual

Reality coined

by VPLrsquos

Lanier

1993Sega

announces VR

prototype


released

2007 Google

introduces

Street View

2014 Facebook buys

Oculus for US $2bn

2014Google

invests US$500m

in Magic Leap

1994Nintento

releases

Virtual Boy

1983 First

Nintendo

released

Present

Feb 2016

Alibaba invests

~$800m in

Magic Leap

Sep 2016

PlayStation VR

Released

Oct 2016

Facebook demos

VR Social Media

2014 Google

Cardboard

released

8







panorama



sight conditions

Accelerometer that






Oculus Rift

Headset teardown

9



Price (USD) $3000 $800 $800 $400 $100 $80 $5


2015

November

2016 June 2015


Platform


Samsung





Handheld

remote (Oculus

touch)

Dualshock 4


Handheld



VR

Microsoft


Google

Daydream

Google



Console etc)


High-end Cheap

10












added in



videos

Nokia VR Camera


Google Cardboard

Virtual Reality






1 2 3

OR

11

Virtual Reality




ahead of time






prototyping designs











visit past games




real life





12





13











release in 2016




voice


14


















barometric sensors




1 2 3





Microsoft Hololens

Headset teardown

15




Depth Camera



span of vision



second from sensors

Mixed reality




elements


16

Augmented Reality






room











models
















pointed at





17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


3


world


real world


virtual world


Source Trekk

4

Source TheVRfund


7


5

6







7

Selected Milestones

1960Sensorama

prototype by Morton

Heilig

1968 First HMD

system The sword of

Damocles

1985Data Glove for


1987Virtual

Reality coined

by VPLrsquos

Lanier

1993Sega

announces VR

prototype


released

2007 Google

introduces

Street View

2014 Facebook buys

Oculus for US $2bn

2014Google

invests US$500m

in Magic Leap

1994Nintento

releases

Virtual Boy

1983 First

Nintendo

released

Present

Feb 2016

Alibaba invests

~$800m in

Magic Leap

Sep 2016

PlayStation VR

Released

Oct 2016

Facebook demos

VR Social Media

2014 Google

Cardboard

released

8







panorama



sight conditions

Accelerometer that






Oculus Rift

Headset teardown

9



Price (USD) $3000 $800 $800 $400 $100 $80 $5


2015

November

2016 June 2015


Platform


Samsung





Handheld

remote (Oculus

touch)

Dualshock 4


Handheld



VR

Microsoft


Google

Daydream

Google



Console etc)


High-end Cheap

10












added in



videos

Nokia VR Camera


Google Cardboard

Virtual Reality






1 2 3

OR

11

Virtual Reality




ahead of time






prototyping designs











visit past games




real life





12





13











release in 2016




voice


14


















barometric sensors




1 2 3





Microsoft Hololens

Headset teardown

15




Depth Camera



span of vision



second from sensors

Mixed reality




elements


16

Augmented Reality






room











models
















pointed at





17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


4

Source TheVRfund


7


5

6







7

Selected Milestones

1960Sensorama

prototype by Morton

Heilig

1968 First HMD

system The sword of

Damocles

1985Data Glove for


1987Virtual

Reality coined

by VPLrsquos

Lanier

1993Sega

announces VR

prototype


released

2007 Google

introduces

Street View

2014 Facebook buys

Oculus for US $2bn

2014Google

invests US$500m

in Magic Leap

1994Nintento

releases

Virtual Boy

1983 First

Nintendo

released

Present

Feb 2016

Alibaba invests

~$800m in

Magic Leap

Sep 2016

PlayStation VR

Released

Oct 2016

Facebook demos

VR Social Media

2014 Google

Cardboard

released

8







panorama



sight conditions

Accelerometer that






Oculus Rift

Headset teardown

9



Price (USD) $3000 $800 $800 $400 $100 $80 $5


2015

November

2016 June 2015


Platform


Samsung





Handheld

remote (Oculus

touch)

Dualshock 4


Handheld



VR

Microsoft


Google

Daydream

Google



Console etc)


High-end Cheap

10












added in



videos

Nokia VR Camera


Google Cardboard

Virtual Reality






1 2 3

OR

11

Virtual Reality




ahead of time






prototyping designs











visit past games




real life





12





13











release in 2016




voice


14


















barometric sensors




1 2 3





Microsoft Hololens

Headset teardown

15




Depth Camera



span of vision



second from sensors

Mixed reality




elements


16

Augmented Reality






room











models
















pointed at





17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


7


5

6







7

Selected Milestones

1960Sensorama

prototype by Morton

Heilig

1968 First HMD

system The sword of

Damocles

1985Data Glove for


1987Virtual

Reality coined

by VPLrsquos

Lanier

1993Sega

announces VR

prototype


released

2007 Google

introduces

Street View

2014 Facebook buys

Oculus for US $2bn

2014Google

invests US$500m

in Magic Leap

1994Nintento

releases

Virtual Boy

1983 First

Nintendo

released

Present

Feb 2016

Alibaba invests

~$800m in

Magic Leap

Sep 2016

PlayStation VR

Released

Oct 2016

Facebook demos

VR Social Media

2014 Google

Cardboard

released

8







panorama



sight conditions

Accelerometer that






Oculus Rift

Headset teardown

9



Price (USD) $3000 $800 $800 $400 $100 $80 $5


2015

November

2016 June 2015


Platform


Samsung





Handheld

remote (Oculus

touch)

Dualshock 4


Handheld



VR

Microsoft


Google

Daydream

Google



Console etc)


High-end Cheap

10












added in



videos

Nokia VR Camera


Google Cardboard

Virtual Reality






1 2 3

OR

11

Virtual Reality




ahead of time






prototyping designs











visit past games




real life





12





13











release in 2016




voice


14


















barometric sensors




1 2 3





Microsoft Hololens

Headset teardown

15




Depth Camera



span of vision



second from sensors

Mixed reality




elements


16

Augmented Reality






room











models
















pointed at





17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


6







7

Selected Milestones

1960Sensorama

prototype by Morton

Heilig

1968 First HMD

system The sword of

Damocles

1985Data Glove for


1987Virtual

Reality coined

by VPLrsquos

Lanier

1993Sega

announces VR

prototype


released

2007 Google

introduces

Street View

2014 Facebook buys

Oculus for US $2bn

2014Google

invests US$500m

in Magic Leap

1994Nintento

releases

Virtual Boy

1983 First

Nintendo

released

Present

Feb 2016

Alibaba invests

~$800m in

Magic Leap

Sep 2016

PlayStation VR

Released

Oct 2016

Facebook demos

VR Social Media

2014 Google

Cardboard

released

8







panorama



sight conditions

Accelerometer that






Oculus Rift

Headset teardown

9



Price (USD) $3000 $800 $800 $400 $100 $80 $5


2015

November

2016 June 2015


Platform


Samsung





Handheld

remote (Oculus

touch)

Dualshock 4


Handheld



VR

Microsoft


Google

Daydream

Google



Console etc)


High-end Cheap

10












added in



videos

Nokia VR Camera


Google Cardboard

Virtual Reality






1 2 3

OR

11

Virtual Reality




ahead of time






prototyping designs











visit past games




real life





12





13











release in 2016




voice


14


















barometric sensors




1 2 3





Microsoft Hololens

Headset teardown

15




Depth Camera



span of vision



second from sensors

Mixed reality




elements


16

Augmented Reality






room











models
















pointed at





17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV




7

Selected Milestones

1960Sensorama

prototype by Morton

Heilig

1968 First HMD

system The sword of

Damocles

1985Data Glove for


1987Virtual

Reality coined

by VPLrsquos

Lanier

1993Sega

announces VR

prototype


released

2007 Google

introduces

Street View

2014 Facebook buys

Oculus for US $2bn

2014Google

invests US$500m

in Magic Leap

1994Nintento

releases

Virtual Boy

1983 First

Nintendo

released

Present

Feb 2016

Alibaba invests

~$800m in

Magic Leap

Sep 2016

PlayStation VR

Released

Oct 2016

Facebook demos

VR Social Media

2014 Google

Cardboard

released

8







panorama



sight conditions

Accelerometer that






Oculus Rift

Headset teardown

9



Price (USD) $3000 $800 $800 $400 $100 $80 $5


2015

November

2016 June 2015


Platform


Samsung





Handheld

remote (Oculus

touch)

Dualshock 4


Handheld



VR

Microsoft


Google

Daydream

Google



Console etc)


High-end Cheap

10












added in



videos

Nokia VR Camera


Google Cardboard

Virtual Reality






1 2 3

OR

11

Virtual Reality




ahead of time






prototyping designs











visit past games




real life





12





13











release in 2016




voice


14


















barometric sensors




1 2 3





Microsoft Hololens

Headset teardown

15




Depth Camera



span of vision



second from sensors

Mixed reality




elements


16

Augmented Reality






room











models
















pointed at





17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


8







panorama



sight conditions

Accelerometer that






Oculus Rift

Headset teardown

9



Price (USD) $3000 $800 $800 $400 $100 $80 $5


2015

November

2016 June 2015


Platform


Samsung





Handheld

remote (Oculus

touch)

Dualshock 4


Handheld



VR

Microsoft


Google

Daydream

Google



Console etc)


High-end Cheap

10












added in



videos

Nokia VR Camera


Google Cardboard

Virtual Reality






1 2 3

OR

11

Virtual Reality




ahead of time






prototyping designs











visit past games




real life





12





13











release in 2016




voice


14


















barometric sensors




1 2 3





Microsoft Hololens

Headset teardown

15




Depth Camera



span of vision



second from sensors

Mixed reality




elements


16

Augmented Reality






room











models
















pointed at





17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


9



Price (USD) $3000 $800 $800 $400 $100 $80 $5


2015

November

2016 June 2015


Platform


Samsung





Handheld

remote (Oculus

touch)

Dualshock 4


Handheld



VR

Microsoft


Google

Daydream

Google



Console etc)


High-end Cheap

10












added in



videos

Nokia VR Camera


Google Cardboard

Virtual Reality






1 2 3

OR

11

Virtual Reality




ahead of time






prototyping designs











visit past games




real life





12





13











release in 2016




voice


14


















barometric sensors




1 2 3





Microsoft Hololens

Headset teardown

15




Depth Camera



span of vision



second from sensors

Mixed reality




elements


16

Augmented Reality






room











models
















pointed at





17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


10












added in



videos

Nokia VR Camera


Google Cardboard

Virtual Reality






1 2 3

OR

11

Virtual Reality




ahead of time






prototyping designs











visit past games




real life





12





13











release in 2016




voice


14


















barometric sensors




1 2 3





Microsoft Hololens

Headset teardown

15




Depth Camera



span of vision



second from sensors

Mixed reality




elements


16

Augmented Reality






room











models
















pointed at





17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


11

Virtual Reality




ahead of time






prototyping designs











visit past games




real life





12





13











release in 2016




voice


14


















barometric sensors




1 2 3





Microsoft Hololens

Headset teardown

15




Depth Camera



span of vision



second from sensors

Mixed reality




elements


16

Augmented Reality






room











models
















pointed at





17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


12





13











release in 2016




voice


14


















barometric sensors




1 2 3





Microsoft Hololens

Headset teardown

15




Depth Camera



span of vision



second from sensors

Mixed reality




elements


16

Augmented Reality






room











models
















pointed at





17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV




13











release in 2016




voice


14


















barometric sensors




1 2 3





Microsoft Hololens

Headset teardown

15




Depth Camera



span of vision



second from sensors

Mixed reality




elements


16

Augmented Reality






room











models
















pointed at





17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV



14


















barometric sensors




1 2 3





Microsoft Hololens

Headset teardown

15




Depth Camera



span of vision



second from sensors

Mixed reality




elements


16

Augmented Reality






room











models
















pointed at





17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV






Microsoft Hololens

Headset teardown

15




Depth Camera



span of vision



second from sensors

Mixed reality




elements


16

Augmented Reality






room











models
















pointed at





17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


16

Augmented Reality






room











models
















pointed at





17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


17



18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


18

Financial Services




























literacy



















19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


19

Vcommerce




























homes









designs on the spot

20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


20

Social media

























team to 400







worlds and more






because of presence

21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


21




















starter types
















Floating trade data









22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


22



23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


23









Mobile devices


Madden NFL 2015

Why now


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


24









2003








Why now

Affordable Hardware

25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


25













sick








Not yet

Limitations

26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


26



27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


27





$800m investment in


$540m investment in


Source Digi-Capital

28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


28

Revenue forecast


Source Digi-Capital

29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


29

Revenue Share


Source Digi-Capital

30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


30



31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


31

Magic Leap



















32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


32




Oculus for $2b












Oculus




33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


33

Snapchat




























34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


34

Jaunt VR

Immerse in cinema

















Jaunt films

Jaunt camera


AMP_NV


AMP_NV
