opportunities in vr & ar in 2017 - jacob mullins shasta ventures - vr tuesday #5

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The VR Opportunity Opportunity in 2017 Jacob Mullins VR Tuesday #5 Jan 17 2016 The

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Page 1: Opportunities in VR & AR in 2017 - Jacob Mullins Shasta Ventures - VR Tuesday #5

The VR OpportunityOpportunity in 2017

Jacob Mullins VR Tuesday #5

Jan 17 2016

The

Page 2: Opportunities in VR & AR in 2017 - Jacob Mullins Shasta Ventures - VR Tuesday #5

Who we are?

Rob ConeybeerManaging DirectorShasta Ventures

Jacob MullinsPrincipal

Shasta Ventures

shastaventures.com@shasta

Emerging Platforms

Page 3: Opportunities in VR & AR in 2017 - Jacob Mullins Shasta Ventures - VR Tuesday #5

Age of Information

1980s 1990s 2005+ 2016…

Qwerty Search Apps Natural, Intuitive UIs

Page 4: Opportunities in VR & AR in 2017 - Jacob Mullins Shasta Ventures - VR Tuesday #5

Complete tasksInput information

Consume informationNatural UIs

Page 5: Opportunities in VR & AR in 2017 - Jacob Mullins Shasta Ventures - VR Tuesday #5

Opportunity in Platform Shift

Core Platform

Services

Unique

80s 90s 10s 20s

Page 6: Opportunities in VR & AR in 2017 - Jacob Mullins Shasta Ventures - VR Tuesday #5

Four Horsemen

Voice Connected Home

RoboticsVR/AR

Page 7: Opportunities in VR & AR in 2017 - Jacob Mullins Shasta Ventures - VR Tuesday #5

Virtual Reality & Augmented Reality

Page 8: Opportunities in VR & AR in 2017 - Jacob Mullins Shasta Ventures - VR Tuesday #5
Page 9: Opportunities in VR & AR in 2017 - Jacob Mullins Shasta Ventures - VR Tuesday #5

Wave 1• Platform wars • Software enablers

• Infrastructure • Metrics • Advertising

• Gaming • Not “casual,” but core

& MMO • Heydays of Fully

Featured VR

Page 10: Opportunities in VR & AR in 2017 - Jacob Mullins Shasta Ventures - VR Tuesday #5

Wave 2• Social • Media • Entertainment • Non-gaming

entertainment content

• Mobile VR • Fast casual(ish)

Sansar VR

Page 11: Opportunities in VR & AR in 2017 - Jacob Mullins Shasta Ventures - VR Tuesday #5

Wave 3• Vertical applications

• Education • Medical • Training • Real Estate • Travel • Architecture • Engineering • Enterprise

Mindmaze

Matterport

zSpace

Page 12: Opportunities in VR & AR in 2017 - Jacob Mullins Shasta Ventures - VR Tuesday #5

Creation Experiences

Oculus Quill

Page 13: Opportunities in VR & AR in 2017 - Jacob Mullins Shasta Ventures - VR Tuesday #5

Natural Social Interactions

Rec Room

Page 14: Opportunities in VR & AR in 2017 - Jacob Mullins Shasta Ventures - VR Tuesday #5

WebVR & Magic WindowsUnique bridges between HMD, Mobile & Web

Mozilla A-Frameaframe.io

Mozilla A-Frame

webvr.info

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3D Graphics & Imaging

Fyuse

Page 16: Opportunities in VR & AR in 2017 - Jacob Mullins Shasta Ventures - VR Tuesday #5

Strivr

AltSpace VRWevr

…the next wave of compute.

Harnessing…