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Red Bull
Spatial Computing Business Newsletter, February 2026
Mobile developers, designers, and tech leaders welcome. To our new subscribers and long-time readers, we are grateful for your support! Since our last edition, we have seen a significant jump in subscribers, driven by the rapid updates and expanding interest in the smart glasses and AI wearables sector. Given the velocity of the market, we are considering moving to a bi-weekly newsletter schedule in March. Please let us know how you feel about this change by responding directly to this email, we value your input.
Spatial Computing Business Newsletter, December 2025
During this period, the realm of immersive technology is gaining momentum through essential equipment reveals and significant pivots in organizational direction. Samsung and Google continue to build out the Android XR ecosystem with new productivity and media tools, while Meta doubled down on AI wearables by acquiring Limitless and poaching a key Apple design executive. Meanwhile, Apple continues to secure major enterprise training partnerships.
Spatial Computing Business Newsletter, November 2025
The momentum behind the spatial computing market is building swiftly this month, driven by significant new hardware reveals and a strategic redirection of platform approach. Valve recently entered the fray, announcing the Steam Frame, a new lightweight, streaming-first headset focused on high-fidelity PC-VR streaming and non-VR big-screen computing. Last month, Samsung officially launched its first Android XR headset, challenging the market just as Meta's new Ray-Ban Display glasses continue to sell out. We also track a significant strategic pivot from Apple to smart glasses, concurrent with new spatial applications from Vimeo, VRChat, MLB, and Microsoft and major product upgrades. Dive in to see how new spatial applications are shaping the market.