21. What All This Means
• Augmented reality just arrived for the masses, no headset required.
• The smartphone is AR/VR lite. Install base for smartphone will be >> headsets for ten years.
• Snapchat, Pokemon Go = AR for the massses
• FB 365 photos / videos = VR for the masses
• Smartphone gets a new lease of life. Sensors, cameras, screens gain in importance.
• Value of mapping / real world data is getting realized
• The key enabler of Pokemon Go is Google Map data + Ingress locatino specific data
• Location based advertisting just got real
• Google Search Ads, but for the real world
• Huge boon for SMBs. US SMB ad market = $50b.
• Gaming as a theme continues to blossom
• Pokemon Go is MMO meets the real world
• Virtual worlds will continue to gain in legitimacy
• Further blurring the line between gaming and “social”