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VOICE ARCHIVE

Hrafn Thorisson

@hrafntho
36 posts
2024-02-29
“According to my inspection of the repair/refurbishment production line, the current return rate for Vision Pro is less than 1%, with no anomalies.” “[Apple has] expanded production from 500,000-600,000 units to 700,000-800,000 units this year.”
2024-02-29 View on X
9to5Mac

Kuo: Vision Pro demand is higher than Apple originally expected, with US shipments expected to hit 200-250k units this year; return rates are now below 1%

but a cheaper model could be here sooner Joe Rossignol / MacRumors : Kuo: Apple Vision Pro on Track to Launch in More Countries Before WWDC in June Nick Soong / Appleosophy : Kuo: ...

2024-01-09
Unity is (hopefully) shifting from a stock-focused business back to a product-focused business. Unfortunately that'll probably entail casualties.
2024-01-09 View on X
Reuters

Filing and memo: Unity Software plans to lay off ~25% of its workforce, or 1,800 jobs, by the end of March 2024, its largest layoff ever and affecting all teams

Videogame software provider Unity Software (U.N) will target laying off approximately 25% of its workforce, or 1,800 jobs …

When you have a guy like Riccitiello running things focused on boosting stock, rather than building a product people use, the metrics for success shift — as do the hirings you prioritize and a bunch of other things.
2024-01-09 View on X
Reuters

Filing and memo: Unity Software plans to lay off ~25% of its workforce, or 1,800 jobs, by the end of March 2024, its largest layoff ever and affecting all teams

Videogame software provider Unity Software (U.N) will target laying off approximately 25% of its workforce, or 1,800 jobs …

2024-01-05
@UploadVR “Hugo Swart told UploadVR that the company currently doesn't see the market need for an XR3 line any time soon” Questionable comment.
2024-01-05 View on X
The Verge

Qualcomm announces the Snapdragon XR2+ Gen 2, an update to the XR2 Gen 2 used in the Meta Quest 3, offering 4.3K resolution at 90fps per eye, up from 3K per eye

Allison Johnson / The Verge :

2023-10-09
Don't know if “getting cost down” is their primary motivation, though. That's arguably a small reason to, compared to the gains in making VR/AR more accessible.
2023-10-09 View on X
Bloomberg

Sources: Apple is trying to make the next Vision Pro more comfortable to wear and Meta is aiming to release a cheaper Quest in 2024 and true AR glasses in 2025

Apple's Vision Pro and Meta's Quest 3 haven't even been released yet, but the two companies are already deep into work on follow-up products.

2023-09-29
Upload has the story on bodytracking. This is pretty big and works well. https://www.uploadvr.com/...
2023-09-29 View on X
UploadVR

Meta's Quest 3 is scheduled to get upper body tracking and AI estimated legs, called Generative Legs, in a software update in December

Quest 3 is scheduled to get upper body tracking and AI estimated legs in a software update in December.  —  All other major VR systems only track your head and hands …

2023-04-06
Great!! Now add this to @RealityLabs' SDKs https://ai.facebook.com/... https://twitter.com/...
2023-04-06 View on X
SiliconANGLE

Meta releases its Segment Anything Model and Segment Anything 1-Billion mask dataset, hoping to help researchers with computer vision and object identification

and Meta is sharing the code Katie Paul / Reuters : Meta releases AI model that can identify items within images GitHub : Segment Anything  —  Meta AI Research, FAIR  —  [Paper] [P...

2023-02-27
“[Apple is working on] features for AR/VR headsets that help people with eye diseases” I can't fully express how exciting VR/AR for health is. The combination of eyes, movement and everything else can catapult our understanding of health and our abilities to improve it. https://twitter.com/...
2023-02-27 View on X
Bloomberg

Inside Apple's Exploratory Design Group, which is working on advanced tech like a glucose monitor and built some of the iPhone's and Mac's chip and battery tech

Apple has a secret team working to bring noninvasive glucose monitoring to its smartwatch, but that's not all it's pursuing.

2023-02-02
@_jamesoloughlin @SadlyItsBradley Possibly a gradual transition. -> virtual reality -> Mix real world humans & objects -> Increase range of objects mixed -> Decrease background transparency -> augmented reality Where the more you crank the more it blends. Mainly talking Apple. Unsure Meta would think like this.
2023-02-02 View on X
CNBC

Meta reports $727M Reality Labs revenue in Q4, vs. $715.1M est., a $4.28B operating loss, vs. $4.36B est., a $13.72B loss in 2022, and expects a wider 2023 loss

@_jamesoloughlin @SadlyItsBradley Possibly a gradual transition. -> virtual reality -> Mix real world humans & objects -> Increase range of objects mixed -> Decrease background transparency -> augmented reality Where the more you crank the more it blends. Mainly talking Apple. Unsure Meta would think like this.
2023-02-02 View on X
Meta

Meta reports Q4 revenue down 4% YoY to $32.2B, net income down 55% YoY to $4.7B, and family daily active people up 5% YoY to 2.96B; stock jumps 24%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2022.

2023-01-04
Question the reliability of a few statements here, but overall great overview and good read. Includes new info that fits a few predictions from my long Apple thread. Like the ability to run iOS apps in 2D mode. My guess is you'll be able to turn any surface into a touchscreen. https://twitter.com/...
2023-01-04 View on X
MacRumors

A report details Apple's AR/VR headset: a ~$3,000 price tag, Sony Micro OLED displays, manufacturer Pegatron assembled thousands of prototypes in 2022, and more

2022-12-19
A pretty good post. My hope is that we'll see major AR improvements from Meta next year (automated room mapping please) and general increased focus on merging of VR/AR. Also hope they invest heavily in (actual) fullbody tracking and introduce a hand-centric input device. https://twitter.com/...
2022-12-19 View on X
Bloomberg

Meta CTO Andrew Bosworth says the company plans to devote ~20% of its overall costs and expenses to Reality Labs in 2023, up from 18% in Q3 2022

Facebook parent company Meta Platforms Inc. will continue to devote about 20% of its overall costs and expenses to Reality Labs in 2023 …

2022-10-15
@hmltn So by that I strongly assume they mean classic motion capture, not actual VR software/hardware capabilities. Thanks for checking on this.
2022-10-15 View on X
Kotaku

Meta says the segment at Connect 2022 announcing the addition of legs to Horizon World avatars in 2023 “featured animations created from motion capture”

Parmy Olson of Bloomberg was not impressed with Meta's announcements at Connect 2022: James Troughton / TheGamer : Meta's Virtual Leg Update Was Actually Motion Capture Jonathan Va...

@SadlyItsBradley @hmltn Helps no one. Only helps fuel delusions that *not tracking physical presence* is a great idea.
2022-10-15 View on X
Kotaku

Meta says the segment at Connect 2022 announcing the addition of legs to Horizon World avatars in 2023 “featured animations created from motion capture”

Parmy Olson of Bloomberg was not impressed with Meta's announcements at Connect 2022: James Troughton / TheGamer : Meta's Virtual Leg Update Was Actually Motion Capture Jonathan Va...

2022-10-14
@SadlyItsBradley @hmltn Helps no one. Only helps fuel delusions that *not tracking physical presence* is a great idea.
2022-10-14 View on X
Kotaku

Meta says the segment at Connect 2022 announcing the addition of legs to Horizon World avatars in 2023 “featured animations created from motion capture”

A subsequent statement from Meta says ‘the segment featured animations created from motion capture’

@hmltn So by that I strongly assume they mean classic motion capture, not actual VR software/hardware capabilities. Thanks for checking on this.
2022-10-14 View on X
Kotaku

Meta says the segment at Connect 2022 announcing the addition of legs to Horizon World avatars in 2023 “featured animations created from motion capture”

A subsequent statement from Meta says ‘the segment featured animations created from motion capture’

2022-07-27
Glad they included passthrough—hope they provide devtools for mixed reality! https://twitter.com/...
2022-07-27 View on X
The Verge

Sony teases more PlayStation VR2 details, including a see-through view, a broadcast mode for filming gameplay, and a cinematic mode for non-VR games and media

There are also see-through and cinematic modes  —  Sony is teasing some more details about its upcoming PlayStation VR2 headset today.

2022-06-27
@SadlyItsBradley They got rich fast by operating unsustainably. Moving fast comes at a cost, over time weakening competive advantages, eroding revenue sources, risking future growth and amassing all kinds of issues. They seem to have realized some of it, though, given their new values.
2022-06-27 View on X
Medium

As Apple is expected to debut a headset in January 2023 and Meta slows VR investments, a look at opportunities for the VR supply chain and other headset makers

2022-06-26
@SadlyItsBradley They got rich fast by operating unsustainably. Moving fast comes at a cost, over time weakening competive advantages, eroding revenue sources, risking future growth and amassing all kinds of issues. They seem to have realized some of it, though, given their new values.
2022-06-26 View on X
Medium

As Apple is expected to debut a headset in January 2023 and Meta slows VR investments, a look at opportunities for the VR supply chain and other headset makers

(1) One of the keys to the VR industry's rapid growth in the past 2-3 years is Meta sold VR headsets at a loss and aggressively promoted its VR business.

2022-06-21
@SadlyItsBradley Potentially trying to secure their image as leading and a company with a future, before competition kicks in. And it's a slow period in the industry.
2022-06-21 View on X
The Verge

Mark Zuckerberg demos prototype VR headsets from Reality Labs, none of which will ship, that Meta refers to as “time machines” used to test one specific feature

here's your first look Mashable : Meta has a sweet vision for VR, but it's a long way from reality for the rest of us Michael Kan / PCMag : Zuckerberg: These Prototypes Will Help U...