Beyond Pokémon Go, What's Next?
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Edith Yeung is a general partner at 500 Startups' Mobile Collective fund who focuses on mobile apps and consumer internet startups. The document discusses 20 predictions for virtual reality (VR) and augmented reality (AR), including that VR could be used for education, fitness, travel, shopping, entertainment, and more. It also provides statistics on VC investment in the field, such as over $2 billion invested in VR/AR in the last 12 months, and lists the most active VR/AR investors and acquired companies.
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Beyond Pokémon Go, What's Next?
- 1. CONFIDENTIAL / / Beyond Pokémon GO, What’s Next? 20 VR & AR Predictions Edith Yeung | @edithyeung
- 2. CONFIDENTIAL / / 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
- 3. CONFIDENTIAL / / The Virtual World is Calling. Edith Yeung | @edithyeung | edith.co
- 4. CONFIDENTIAL / / 500 Startups is one the most active early-stage IoT/VR/AR Investors with over 50 investments IoT - SecurityIoT - ToysIoT - Health IoT - HomeIoT – Enterprise 3D PrintingRobotics / AutoVR / AR ConnectivityAI IoT -Lifestyle Drones / Aero
- 5. CONFIDENTIAL / // 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
- 6. CONFIDENTIAL / // 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
- 7. CONFIDENTIAL / // 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
- 8. CONFIDENTIAL / // Virtual Reality Landscape 2016 Source: CBInsights - https://www.cbinsights.com/blog/virtual-reality-sapphire-vc/ Edith Yeung | @edithyeung | edith.co
- 9. CONFIDENTIAL / // Edith Yeung | @edithyeung | edith.co 20 Virtual Reality Use Cases & Opportunities
- 10. CONFIDENTIAL / // 1. Virtual Reality Movies Edith Yeung | @edithyeung | edith.co http://www.penrosestudios.com/
- 11. CONFIDENTIAL / // 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/
- 12. CONFIDENTIAL / // 3. Virtual reality movies – why just watch a movie? Experience it. Edith Yeung | @edithyeung | edith.co Source: https://thevoid.com/dimensions/ghostbusters
- 13. CONFIDENTIAL / // 4. Virtual journalism – experience the news Edith Yeung | @edithyeung | edith.coSource: http://blog.webjournalist.org/wp-content/uploads/2015/11/nytimes-vr-google- cardboard-1024x620.jpg
- 14. CONFIDENTIAL / // 5. Virtual real estate tour Edith Yeung | @edithyeung | edith.co
- 15. CONFIDENTIAL / // 6. Virtual reality education Edith Yeung | @edithyeung | edith.co
- 16. CONFIDENTIAL / // 7. Virtual reality operating room – paging Dr. House! Edith Yeung | @edithyeung | edith.co Source: http://www.techinsider.io/virtual-reality-surgery-2016-4
- 17. CONFIDENTIAL / // 8. Virtual reality live sport and concert – take the front row seats Edith Yeung | @edithyeung | edith.co Source: http://www.nextvr.com/#/
- 18. CONFIDENTIAL / // 9. Virtual shopping mall - try things on and shop virtually anytime anywhere Edith Yeung | @edithyeung | edith.coSource: http://www.forbes.com/sites/currentaccounts/2016/01/28/virtual-reality-coming-soon-to-a- clothing-store-near-you/#1c9ff8c910ed
- 19. CONFIDENTIAL / // 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/
- 20. CONFIDENTIAL / // 11. (Virtual Reality + Search + Google Earth) will find and bring you anything anywhere in the world anytime you want Edith Yeung | @edithyeung | edith.co
- 21. CONFIDENTIAL / // 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
- 22. CONFIDENTIAL / // 13. Virtual reality storage – meet your loved ones and ancestors again Edith Yeung | @edithyeung | edith.co
- 23. CONFIDENTIAL / // 14. Virtual reality karaoke – sing with your idols and celebrities right at your home Edith Yeung | @edithyeung | edith.coSource: http://www.digitaltrends.com/virtual-reality/karaoke-in-virtual-reality-is-about-as-weird-as-youd- expect/
- 24. CONFIDENTIAL / // 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
- 25. CONFIDENTIAL / // 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/
- 26. CONFIDENTIAL / // 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/
- 27. CONFIDENTIAL / // 18. 4D sensing – beyond immersive. Can you feel the heat? Edith Yeung | @edithyeung | edith.co
- 28. CONFIDENTIAL / // 19. Augmented contact lenses – empower players to see Pokémon around them without using a phone Edith Yeung | @edithyeung | edith.co
- 29. CONFIDENTIAL / // 20. Virtual Reality eSport Edith Yeung | @edithyeung | edith.co
- 30. CONFIDENTIAL / // See you in Central Park – Unofficial Pokemon Headquarter Edith Yeung | @edithyeung | edith.co
- 31. CONFIDENTIAL / / 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