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Beyond Pokémon GO, What’s Next? 20 VR & AR Predictions

Edith Yeung | @edithyeung

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/ Edith Yeung is the General Partner at 500 Startups’ Mobile Collective, focusing on investing in mobile apps and consumer internet startups. Before 500, Edith was the VP of marketing & business development for Dolphin Browser. Dolphin Browser is a Sequoia-backed mobile browser with over 150 million installs worldwide. She also founded RightVentures - seed stage investment firm focusing on mobile and consumer internet companies. Prior, she led many operation roles at Oracle, Siebel, AT&T, Symantec, Telstra, Cisco, Autodesk, etc.

Edith Yeung | @edithyeung | edith.co

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The Virtual World is Calling.

Edith Yeung | @edithyeung | edith.co

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/ 500 Startups is one the most active early-stage IoT/VR/AR Investors with over 50 investments

IoT - Security IoT - Toys IoT - Health IoT - Home IoT – Enterprise

3D Printing Robotics / Auto VR / AR Connectivity AI

IoT -Lifestyle

Drones / Aero

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/ / Since 2012, over $3.3 billion invested in 375 deals. $2 billion invested in VR/AR in past 12 months.

Source: Digi-capital: http://www.digi-capital.com/news/2016/07/record-2-billion-arvr-investment-in-last-12-months/#.V9rRVD4rI9c

Popular Investment categories: •  VR/VR video •  Hardware •  Services and studios •  Gaming •  Apps •  Advertising/marketing •  Developer tools and distribution Top 10 most funded VR/AR startups 1.  Magic Leap ($1.39 billion) 2.  Razer ($125M) 3.  NextVR ($115.5M) 4.  OTOY ($101M) 5.  Jaunt ($100M) 6.  MindMaze ($100M) 7.  Oculus ($93.55M) 8.  LensAR ($91.1M) 9.  Meta ($73M) 10.  zSpace ($56.61)

Edith Yeung | @edithyeung | edith.co

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/ / Apple, Google, Facebook are acquiring VR/AR startups

Source: CBInsights https://www.cbinsights.com/blog/top-acquirers-ar-vr-ma-timeline/

Active VR/AR acquirers •  Apple (3 acquisitions) •  Google (2 acquisitions) •  Facebook •  Autodesk •  GoPro

Notable acquisitions •  Facebook acquires Oculus (VR headset) for $2B •  ALPHAEON acquires LensAR (laser cataract treatment) for $59M •  Google acquires Skill & Hackett ((design studio) •  Google acquires Thrive (VR Audio) •  Apple acquires Flyby Media (mobile AR app developer) •  Apple acquires PrimeSense (interactive device) •  Apple acquires Metaio (AR) •  Qualcomm acquires Kooaba (cloud base image recognition)

Edith Yeung | @edithyeung | edith.co

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/ / Who are the most active VR/AR VCs?

Source: Digi-capital: http://www.digi-capital.com/news/2016/07/record-2-billion-arvr-investment-in-last-12-months/#.V9rRVD4rI9c

Active VR/AR VCs: •  500 Startups •  Rothenberg Ventures •  Presence Capital •  Google Ventures •  Comcast Ventures •  Qualcomm Ventures •  A16z •  The Venture Reality Fund •  Intel Capital •  Formation 8 •  Partech Ventures •  Samsung Venture •  boostVC •  Ycominator •  GVR Fund •  Anorak Ventures

Edith Yeung | @edithyeung | edith.co

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/ / Virtual Reality Landscape 2016

Source: CBInsights - https://www.cbinsights.com/blog/virtual-reality-sapphire-vc/ Edith Yeung | @edithyeung | edith.co

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Edith Yeung | @edithyeung | edith.co

20 Virtual Reality Use Cases & Opportunities

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/ / 1. Virtual Reality Movies

Edith Yeung | @edithyeung | edith.co

http://www.penrosestudios.com/

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/ / 2. Virtual reality safari and travel – no need to physically travel

Edith Yeung | @edithyeung | edith.co Source: http://fortune.com/2016/02/23/abc-treks-into-virtual-reality-with-gma-on-safari/

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/ / 3. Virtual reality movies – why just watch a movie? Experience it.

Edith Yeung | @edithyeung | edith.co Source: https://thevoid.com/dimensions/ghostbusters

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/ / 4. Virtual journalism – experience the news

Edith Yeung | @edithyeung | edith.co Source: http://blog.webjournalist.org/wp-content/uploads/2015/11/nytimes-vr-google-cardboard-1024x620.jpg

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/ / 5. Virtual real estate tour

Edith Yeung | @edithyeung | edith.co

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/ / 6. Virtual reality education

Edith Yeung | @edithyeung | edith.co

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/ / 7. Virtual reality operating room – paging Dr. House!

Edith Yeung | @edithyeung | edith.co Source: http://www.techinsider.io/virtual-reality-surgery-2016-4

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/ / 8. Virtual reality live sport and concert – take the front row seats

Edith Yeung | @edithyeung | edith.co Source: http://www.nextvr.com/#/

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/ / 9. Virtual shopping mall - try things on and shop virtually anytime anywhere

Edith Yeung | @edithyeung | edith.co Source: http://www.forbes.com/sites/currentaccounts/2016/01/28/virtual-reality-coming-soon-to-a-clothing-store-near-you/#1c9ff8c910ed

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/ / 10. Virtual reality fitness – run, bike, golf like a pro anywhere you want anytime

Edith Yeung | @edithyeung | edith.co Source: http://newatlas.com/virzoom-review-exercise-bike-vr-hands-on/41259/

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/ / 11. (Virtual Reality + Search + Google Earth) will find and bring you anything anywhere in the world anytime you want

Edith Yeung | @edithyeung | edith.co

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/ / 12. Virtual home office - meet everyone right at your house and feel like they are there (Play video)

Edith Yeung | @edithyeung | edith.co Source: http://www.fastcodesign.com/3028433/virtual-reality-goes-to-work

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/ / 13. Virtual reality storage – meet your loved ones and ancestors again

Edith Yeung | @edithyeung | edith.co

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/ / 14. Virtual reality karaoke – sing with your idols and celebrities right at your home

Edith Yeung | @edithyeung | edith.co Source: http://www.digitaltrends.com/virtual-reality/karaoke-in-virtual-reality-is-about-as-weird-as-youd-expect/

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/ / 15. Virtual reality city planning – visualize the future & construct the new world

Edith Yeung | @edithyeung | edith.co Source: https://visionvrar.com/blog/urban-planning-building-cities-vr-and-ar

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/ / 16. Virtual reality investigation – 3D reconstructions of crime scene

Edith Yeung | @edithyeung | edith.co Source: https://techcrunch.com/gallery/7-unexpected-virtual-reality-use-cases/slide/7/

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/ / 17. Virtual reality dining - dining at the top of Mount Everest?

Edith Yeung | @edithyeung | edith.co Source: https://techcrunch.com/gallery/7-unexpected-virtual-reality-use-cases/slide/7/

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/ / 18. 4D sensing – beyond immersive. Can you feel the heat?

Edith Yeung | @edithyeung | edith.co

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/ / 19. Augmented contact lenses – empower players to see Pokémon around them without using a phone

Edith Yeung | @edithyeung | edith.co

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/ / 20. Virtual Reality eSport

Edith Yeung | @edithyeung | edith.co

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/ / See you in Central Park – Unofficial Pokemon Headquarter

Edith Yeung | @edithyeung | edith.co

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/ You can find me at:

•  Email edith@500startups.com •  Twitter @edithyeung •  Newsletter http://www.edith.co/#newsletter •  Slideshare http://www.slideshare.net/edithyeung

Edith Yeung | @edithyeung | edith.co