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The Stinger Report #1226 - Electric Blizzard of New Tech – Part 2
Manage episode 469676829 series 3650329
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The CES 2025 and EAG Expo have highlighted significant trends in the immersive tech and entertainment sectors that investors should note. At CES, while mixed reality (MR) and augmented reality (AR) technologies gained prominence, virtual reality (VR) appeared to be diminishing in influence, with private showcases indicating a shift towards high-end PC VR solutions featuring advanced optics and eye-tracking capabilities. Additionally, competitive pricing strategies from new manufacturers, such as Play For Dreams, challenge established players like Apple, whose Vision Pro headset has underperformed against expectations. The EAG Expo showcased the expansion of the out-of-home entertainment sector, emphasizing social immersive experiences and competitive gaming, revealing a growing market for these genres. The rise of immersive displays and AI in everyday technology also points to an evolving landscape for consumer engagement. Furthermore, industry dynamics are shifting as companies like Google acquire essential talent from HTC VIVE, potentially impacting the VR hardware support ecosystem. Investors should closely monitor these developments across both shows as they reflect broader trends in consumer accessibility, competitive pricing, and technological advancement.
Chapters
1. Introduction to CES 2025 (00:00:00)
2. Trends in VR, AR, and MR at CES 2025 (00:24:00)
3. The Future of Immersive Tech and AI Innovations (00:50:00)
412 episodes
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