vr call - chris fralic
TRANSCRIPT
VR & AR in 2016
C H R I S F R A L I CP A R T N E R , F I R S T R O U N D
@ C H R I S F R A L I C
Hi, I’m Chris. - I worked at some places before I joined
del.icio.us
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The Mission
T O B U I L D A N D S E R V E T H E S T R O N G E S T C O M M U N I T Y O F E N T R E P R E N E U R S
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$ 1 5 B + C A P I T A L R A I S E D
3 5 0 C O M P A N I E S
1 0 Y E A R S
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1980’s VR 5
30 YEARS LATER 6
H T C V I V E
Major VR Platforms in 2016
M S H O L O L E N S G O O G L E C A R D B O A R D A P P L E
O C U L U S R I F T
Q1, $? P L A Y S T A T I O N V R
Expected H1, $?
S A M S U N G G E A R
Q4 2015, $99 Q1, $599
<$20, 2M+ shipped to date ??? ???
AR ON THE HORIZON:
?
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A few concerns… 8
The 3 Segments of VR:
M o b i l e A R
P C / H M D
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Themes & Filters
6 W A Y S I ’ M T H I N K I N G A B O U T V R & A R I N 2 0 1 6
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1. Timing assumptions
Ø Content Creation
Ø Improved Technology
Ø Affordability / Distribution
“The early bird gets the worm,
but the second mouse gets the cheese.” – Willie Nelson
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Mobile wins first in VR
$99
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“Onboarding” – giving folks 1st VR experiences
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2. Controllers & eye-tracking tech
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3. Tools that adapt existing 2D content into VR
(and tools that adapt VR experiences back into 2D too)
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4. Mobile apps & other parallels
WHAT WILL SUCCESSFUL
VR/ AR BUSINESS MODELS LOOK LIKE?
It won’t repeat itself, but it will rhyme...
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5. Games & entertainment 17
Empowering creation within VR
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6. Early commercial uses 19
T H A N K S !
@ C H R I S F R A L I C
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