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.