Yep. I’m trying to stay realistic and not get too excited but I’m finding it hard. It ticks a lot of boxes for me and although it’s limited right now they have delivered. The next few months will be very interesting.
Well, a year from now, you will find it hard to find a major impact on names for this that was not going to happen anyway. But if one other or more players join the group, most especially if they have a platform to distribute digital goodies for it, it would be a game changer.
I have seen many take news that seems good for the tech field as good for names. Costly mistakes most often.
Keep your head because Magic Leap will unlikely need any of your names. (just for proper thinking)
This brings us back to what should be your principle thinking all along.
Who will need a name and when will that happen. Then you can determine what name might be needed.
Folks that dev software for ML or any AR product are the #1 target. Most start-ups have no budget starting out so that has a adverse play in the whole mix.
But the reality is, it's going to be a while before these are a consumer device with apps to be enjoyed by many, not to mention the issues of how many would jump into this at the entry level pricing just slows that whole process down.
This is why I give Apple 2 legs up on the competition for their built in distribution and fact that they probably will make theirs work with the phone you have already. Reducing the cost to a end user. Who makes the best is not always who dominates the market.
But first we must see major competition to make this hum along.
With the exception on investor over-speculation,
I still don't see any major need for names for 'AR Glasses' products for at least 2 years and that assumes that MS will release Hololens2 within a year. But general AR names are still growing.
So it's probably a good time to pick-up branding AR names that " fit a concept ".
I suspect we will see quite a few hit the drop lists over the next 2 years from those that do not understand these timings and infrastructure build-out. A opportunity for those that do.
Keep your head on straight and keep watching for opportunities.
...just one veteran investors perspective ! I'm sure you will hear others.