The outlook for investing in a more rational VR/AR market

Last week, I made my way to the Microsoft Reactor in San Francisco for the VR Arcade conference. I moderated a panel on investing in virtual reality, augmented reality, and mixed reality. It was a far different environment for that kind of conversation than in 2016 or earlier.The event itself represented a pivot. Since consumer VR hasn’t taken off as much as expected, companies have shifted gears in augmented reality on smartphones or the VR arcade market. We are holding our own GamesBeat Summit 2019 conference on April 23-24 in Los Angeles at a “micro-amusement park” dubbed Two Bit Circus. Such places are sprouting up all over.