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It seems like the fizzle has gone out of the VR conversation altogether, as every manufacturer and conversation is refocusing its attention on AR. That wasn’t particularly new, but Apple’s flagship headset is a huge leap away from virtual reality, embracing the blended world more fully.
Apple didn’t actually add much to the conversation so far — the headset hasn’t started shipping yet, after all — but you’d be a particularly spicy mixed blend of not-in-touch-with-reality spices to bet against the Cupertino giant these days. This represents a profound opportunity for startups.