Good VR Podcast
At Augmented World Expo in Long Beach I met with Alvin Wang Graylin [https://substack.com/@awgraylin] for an in-depth discussion looking back at the last decade of attempts to create a mass market for consumer VR headsets. He left HTC in 2025 after joining the organization in 2016, a few months before the launch of the PC-based Vive headset powered by Valve’s SteamVR technology. That means he had a front row seat to the effect of Meta’s competitive strategies, from funding VR developers to acquiring them to undercutting HTC’s consumer headsets on price. “These are things that are just not healthy for the industry, and nobody was really making money,” Graylin said. If the VR market suffers from a “chicken and egg” problem in that consumers won’t buy headsets because developers won’t make content and developers won’t make content because there are no consumers to buy them, then Graylin’s perspective suggests Meta’s aggressive approach over this decade made it practically impossible for anyone else to help grow the ecosystem that would allow chickens and eggs to flourish. “ I think everything about our product was better at the time,” he said of the HTC Vive. “We just didn't have the budgets there. They really underpriced us, that was their kind of key competitive advantage is that they were essentially losing money, and they were willing to lose a lot of money per device to sell. We were probably twice their price, we were still matching or in some cases selling more than they were into markets, and particularly for B2B markets. So after I think about a year, we started to ship more B2B because they started to price down lower than our cost.” Our discussion covered the space between headsets and glasses as well as the differing benefits of see-through and opaque optics. I contend VR headsets slimming down into glasses sizes with lighter weights will help them replace laptops and desktops while progressively accessing larger markets with the added benefits of immersive content. Graylin, meanwhile, praises the architectural benefit of see-through optics allowing glasses to function as prescription eyewear if they run out of power. We spoke for around 48 minutes by the pool at the Hyatt Regency in Long Beach recorded on my iPhone. I passed the audio through Adobe Podcasts and edited it down in Descript to just over 30 minutes. This publication is a 100 percent independent, community-supported journalism effort made exclusively by people for people. Please consider a donation [https://buy.stripe.com/7sY8wPeTAcnG3eD1vZao800] to support our reporting or become a paid subscriber. Get full access to Good Virtual Reality at www.goodvirtualreality.com/subscribe [https://www.goodvirtualreality.com/subscribe?utm_medium=podcast&utm_campaign=CTA_4]
31 episodios
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