Snap cuts staff and doubles down on AR glasses, while Apple rumors swirl around AI glasses and space stocks soar. We have these and other items from XR and AI realms through the eyes of Charlie Fink.
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AR Insider & Charlie Fink
AI/XR Beats: The Space Race & Spatial Race
AI/XR Beats: Qualcomm, Anthropic & Meta Make Moves
On this week’s roundup, we dive into Qualcomm’s new deal with Specs Inc, Anthropic’s ups & downs, and Muse Spark’s big entrance. We have these and other items from XR and AI realms through the lens of Charlie Fink.
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XR Lessons: VR < AR… But It Isn’t Dead
One thing clear from Meta’s quarterly earnings throughout 2025 is that AR is outpacing VR in consumer markets. But the resulting hot take in the tech press is that VR is dead… which is misguided. We examine the evidence.
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XR Lessons: Communications is the Killer App
Communications, like messaging, is sticky, high-frequency, and multi-user, which accelerates adoption via network effect. But most of all, it’s established, understood, and it exists today. It’s the anti-metaverse.
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2025 Lessons: XR Devices Diverge & Diversify
As seen when tech sectors evolve, XR devices are diverging and diversifying. This is a positive step for the spatial spectrum, leading towards devices that are tuned to deliberate use cases and personas. We examine in our latest 2025 lessons series.
Th… AR Insider & Mike Boland
2026 Predictions: Video Display Glasses Pull Ahead
Video display glasses from the likes of VITURE and Xreal have proven to appeal to mainstream audiences with a simple and compelling value proposition for immersive ways to watch 2D content. Where will they land in 2026?
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2026 Predictions: Android XR Unlocks Spatial Scale
Picking up where our previous 2026 prediction left off, Android XR will unlock scale throughout the spatial computing sector. In that sense, it could do for XR what Android did for smartphones over the past 20 years. We dive into the how and why.
This … AR Insider & Mike Boland
2026 Predictions: Android XR Unlocks Spatial Scale
Picking up where our previous 2026 prediction left off, Android XR will unlock scale throughout the spatial computing sector. In that sense, it could do for XR what Android did for smartphones over the past 20 years. We dive into the how and why.
This … AR Insider & Mike Boland
2026 Predictions: Next Year Sets the Table for AR’s 2027 Inflection
2026 will see several AR device launches… but they’ll mostly come later in the year, thus setting the table for an AR market inflection in the full sales runway of 2027. We examine the evidence in our 2026 predictions.
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Orthopedic Meets Immersive with Claro Surgical
Claro Surgical has come out of stealth with a mixed reality platform for orthopedic and trauma surgery that is already in use on live patients and is now launching in the United States. We talk to the company for more.
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