S7E17｜Vision Pro 之后，AR/VR 领域创业公司还有机会吗？

What this episode covers

元宇宙的热潮似乎已经过去， Vision Pro 的发布让这个寂静许久的行业又引起了关注。2015 年第一波 AR/VR 热以来，这个行业起起伏伏，却始终未能走向大众。一直被寄予厚望的苹果终于入局，它会成为搅动市场的鲶鱼吗？近来发展迅速的生成式 AI 能否给虚拟现实注入新的活力？在这个「post Vision Pro」时刻，我们再次请来在虚拟现实领域有八年投资经验的 Ryan，聊聊这个行业如今的发展情况，以及未来的可能动向。本期人物丁教，「声动活泼」联合创始人，「科技早知道」主播 Ryan Wang，精准资本（Outpost Capital）创始合伙人主要话题 [02:33] 从概念到产业，八年时间见证了这个行业的哪些变化 [04:32] Vision Pro 如何带动自然增长，给行业扩圈 [09:10] 其实是「MP3 Moment」？Vision Pro 用 VR 的硬件实现 AR 的功能 [13:02] 当年做虚拟现实单一技术的公司现在怎么样了 [19:30] ToB 的商业模式多元，更容易实现全平台战略的 C 端有哪些发展方向 [26:01] 从文字直接到 3D、AI 驱动 NPC， AIGC 能够为虚拟世界带来哪些新的可能 [29:08] 要实现消费者级别的 AR，硬件上还有哪些地方可以突破 [35:46] 从 360 度视频到单眼 4K，创业者对于市场时机的把控 [39:34] 前途是光明的，道路是曲折的，行业未来的无限可能往期节目 S7E14 | 太贵？开发环境门槛高？和开发者聊聊苹果 Vision Pro 和 WWDC23 S5E24｜元宇宙始于 VR/AR ？脸书、字节都在布局下一个时代的互联网 S5E07｜元宇宙已降临，你还浑然不知？ S4E30 谷歌收购 North：我们离黑镜还有多远？延伸阅读 Roblox：儿童在线沙盒游戏公司。最初自主研发游戏，后来成为游戏开发者的平台。在 2020 年疫情助推下，Roblox 获得了巨大增长，已有超过 500 万的青少年开发者使用 Roblox 开发 3D、VR 等数字内容，月活跃玩家超 1 亿。于2021年 3 月初上市，目前市值约246亿美元。 Microsoft Hololens：微软在 2015 年发布的混合现实头盔。主要是为企业提供混合现实解决方案，应用于建筑行业等领域，Hololens 2 企业版于 2019 年发行，售价 3500 美元。 Magic Leap：2010 年成立、2017 年推出旗下第一款增强现实头盔 Magic Leap One，并于2022年发布更轻便的AR设备Magic Leap Two，起价为3299美元。Magic Leap Two主要面向企业用户，提供硬件、软件、服务和支持等多种套餐解决方案。光波导：一种应用于增强现实技术的光学元件，用于将虚拟图像引导到用户的视野中。光波导通常由透明材料制成，例如玻璃或塑料，其中包含了特殊的光学结构，可以通过全反射将光线引导到显示面上，使用户能够看到虚拟图像。因它的轻薄与外界光线的高穿透特性而被认为是消费级AR眼镜的必选光学方案，随着微软Hololens两代产品以及Magic Leap One等设备对光波导的采用和量产，关于光波导的讨论热度也在持续增加。注：除特殊说明，以上资料均根据ChatGPT、维基百科、Google Search等搜索结果进行整理，欢迎勘误。欢迎加入声动胡同会员计划成为声动活泼会员，支持我们独立而无畏地持续创作，并让更多人听到这些声音。加入方式支付 ¥365/年成为声动胡同常住民。加入后，你将会在「声动胡同」里体验到专属内容、参与社群活动，和听友们一起「声动活泼」。在此之前，也欢迎你成为声动胡同闲逛者，免费体验会员内容、感受社群氛围。了解更多会员计划详情，我们在声动胡同等你。幕后制作实习监制：闻晓后期：迪卡普里鑫运营：瑞涵、Babs 设计：饭团关于节目原「硅谷早知道」，全新改版后为「What's Next｜科技早知道」。放眼全球，聚焦科技发展，关注商业格局变化。商务合作声动活泼商务合作咨询关于声动活泼用声音碰撞世界。声动活泼致力于为人们提供源源不断的思考养料。我们还有这些播客：声东击西、What's Next｜科技早知道、声动早咖啡、商业WHY酱、跳进兔子洞、反潮流俱乐部、泡腾 VC、吃喝玩乐了不起如果你想获取热门节目文字稿，请添加微信公众号声动活泼如果想与我们交流，欢迎到即刻找到我们也期待你给我们写邮件交流，邮箱地址是：[email protected] 如果你喜欢我们的节目，欢迎打赏支持，或把我们的节目推荐给朋友Special Guest: Ryan Wang.

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Frequently Asked Questions

How long is this episode of What's Next｜科技早知道?

This episode is 46 minutes long.

When was this What's Next｜科技早知道 episode published?

This episode was published on June 28, 2023.

What is this episode about?

元宇宙的热潮似乎已经过去， Vision Pro 的发布让这个寂静许久的行业又引起了关注。2015 年第一波 AR/VR 热以来，这个行业起起伏伏，却始终未能走向大众。一直被寄予厚望的苹果终于入局，它会成为搅动市场的鲶鱼吗？近来发展迅速的生成式 AI 能否给虚拟现实注入新的活力？在这个「post Vision Pro」时刻，我们再次请来在虚拟现实领域有八年投资经验的...

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