Stuart W. Volkow

svolkow@ucla.edu svolkow@VentureDNA.com

1995 1996

2001 2005

1999

The Commercial Future of VR, AR, MR

It Only Took 25 Years Here

1987 1991At SIGGRAPH 88, the first public demonstrations of virtual reality.

The CAVE virtual reality theater, a multi-person, room-sized, high-resolution, 3D video and audio environment developed by the Electronic Visualization Laboratory at the University of Illinois at Chicago, premieres at SIGGRAPH 92 by Tom DeFanti.

1981 1984 1990

Predictions ?

Billion$ 2018 2020

Digi-Capital $150

Kzero $2.2

CCInsights $4

Business Insider $2.8

Addressable Market

Facebook passes 1.44B monthly active users and 1.25B mobile users; 65% are now daily users

Venture Beat, 22 April 2015

“Over the 5 year period from 2014-2018, total unit device sales [of CVRDs] of 56.8 million: 10.9 million hardcore gamers, 18.1 million light gamers, and 27.7 million from kids, tweens and teens [KT&T]. This represents a CAGR of 160%.” Kzero Worldwide

“…cumulative revenue of 8.4 billion over the 5 year period [2014-2018], representing a CAGR of 108%.”

“…total cumulative software revenues over the 5 year period are estimated at $7.7 billion. “ KZero Worldwide

Varieties of VR/AR ExperienceMobile Immersive AR/VR/MR

$23mm

Sauron

Hololens

UI

is 360 Video VR?

360 Video

Content

Google Play: 250 VR Apps >500,000 Cardboard Kits

Cinematic VR

http://birdly.zhdk.ch/Experiential / Attractions

Mediamation

Emblematic Group F1somniacs.com

Journalism / Non-Fiction

Project Syriahttp://youtu.be/HtZrSb84JPE

Chris Milk, Spike JonzeVICE News

Education, Training, Travel, Sim

http://youtu.be/D64CB1GaYpU

Commercial, Industrial, Medical

Qualcomm's SLAM

Advertising / Commerce