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San Francisco, CA
Joined November 2018
"Hardware comes first and leads in revenue share, which is then outpaced by software spend. This happens as a larger installed base of in-market hardware accumulates; and as software ARPU grows." artilleryiq.com/reports/xr-g…
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"the “spatial spectrum” deserves more nuanced analysis as there are varying growth curves across AR and VR, as well as their convergence in a new batch of passthrough-AR-based mixed reality devices." artilleryiq.com/reports/annu…
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"These factors continue to attract new users, which then attract developers. As game & app libraries build in this way, a virtuous cycle – or flywheel effect – gradually ratchets up the VR market." artilleryiq.com/reports/vr-u…
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