20 VR/AR Predictions

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