What do Meta’s Q1 earnings tell us about headset unit sales? And what does that in turn signal for aggregate demand and XR sector health? We do some financial reverse engineering.
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AR Insider & Mike Boland
How Many XR Devices Did Meta Sell in Q1?
How Much Do Consumers Spend on XR?
Global XR consumer spending is projected to grow to U.S. $27.62 billion in 2030, according to ARtillery Intelligence. This is rapid growth, propelled by the popularity, momentum, and escalating tech-giant investment in AI-driven smart glasses.
This pos… AR Insider & Mike Boland
AI/XR Beats: Big Tech Earnings & Anglings
Big tech earnings show massive gains and massive CapEx spending. Meanwhile, Google XR lands Gucci, and AI’s trial of the century kicks off. We have these and other XR and AI items through the lens of Charlie FInk.
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AR Insider & Charlie Fink
New Study Reports 2025 XR Funding Reached $3.5 Billion
ARtillery Intelligence calculates global investments in private XR companies in 2025 at $3.5 billion – a 117 percent year-over-year increase. What are top drivers, dynamics, and strategic takeaways?
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AR Insider & AR Insider
VITURE Beast Sets New Standard for Video Display Glasses
VITURE Beast this week sets a new bar for color, brightness, and field of view. It boasts 1250 nits of peak brightness and displays that simulate a 174-inch screen at 12 feet away. Where does it fit in the spatial spectrum?
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AI/XR Beats: Ternus’ Turn to Revive XR
OpenAI drops ChatGPT Images 2.0, while Apple opens a new chapter, and its AI & XR roadmap hangs in the balance. We have these and other events from the AI & XR worlds through the lens of Charlie Fink.
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AR Insider & Charlie Fink
What’s XR’s Device Sales Outlook?
XR device unit sales are projected to reach 50.68 million in 2030. This factors in a projected inflection in 2027 as smart glasses blitz the market from Apple, Samsung, and others. How will this all materialize in the near term?
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AI/XR Beats: The Space Race & Spatial Race
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
What’s Behind Snap’s AR Road Map?
One of the most anticipated moments in 2026’s XR calendar will be the launch of consumer Specs. They will represent the next generation of Snap’s erstwhile developer-only spectacles. We break down the competitive dynamics.
This post appeared first on A… AR Insider & Mike Boland
Lessons from Rec Room’s Demise and Approaching XR as an Artist
What are the lessons from Rec Room’s demise? And what are the benefits of approaching spatial computing as an artist as opposed to an engineer? These were a few topics on the latest episode of the AI/XR podcast, where we were honored to join as a guest… AR Insider & Mike Boland