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The Stinger Report #1247 - The Hyperscape Reality – Part 2 episode artwork

EPISODE · Oct 14, 2025 · 14 MIN

The Stinger Report #1247 - The Hyperscape Reality – Part 2

from LBX Collective · host Brandon Willey

Leading investors should note a shifting landscape in XR, with Samsung advancing a high-priced MR headset targeting prosumers, alongside AR glasses leveraging Qualcomm and Google tech. Consumer VR faces slowdown, with delays and uncertain releases for Valve’s Deckard and Pimax’s headset, amid waning interest from AAA studios. Conversely, the location-based entertainment (LBE) sector is invigorating, exemplified by new immersive rides, strategic retail expansions, and a dedicated XR LBE hub at AWE 2026, signaling increased institutional focus. Additionally, Disney’s retraction of 3D in their Paris ride highlights ongoing technical challenges in immersive media. Overall, the sector pivots towards AR/VR convergence, LBE innovation, and strategic collaborations, presenting diverse investment opportunities. Subscribe and visit LBX Collective for more!

What this episode covers

Leading investors should note a shifting landscape in XR, with Samsung advancing a high-priced MR headset targeting prosumers, alongside AR glasses leveraging Qualcomm and Google tech. Consumer VR faces slowdown, with delays and uncertain releases for Valve’s Deckard and Pimax’s headset, amid waning interest from AAA studios. Conversely, the location-based entertainment (LBE) sector is invigorating, exemplified by new immersive rides, strategic retail expansions, and a dedicated XR LBE hub at...

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The Stinger Report #1247 - The Hyperscape Reality – Part 2

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How long is this episode of LBX Collective?

This episode is 14 minutes long.

When was this LBX Collective episode published?

This episode was published on October 14, 2025.

What is this episode about?

Leading investors should note a shifting landscape in XR, with Samsung advancing a high-priced MR headset targeting prosumers, alongside AR glasses leveraging Qualcomm and Google tech. Consumer VR faces slowdown, with delays and uncertain releases...

Is there a transcript available for this episode?

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