Microsoft
Bjork
+7
Nov 15, 2025
•
6 min read
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.
Amazon
+7
Oct 15, 2025
•
7 min read
Spatial Computing Business Newsletter, October 2025
This month, the spatial computing race is accelerating with critical hardware announcements and a shift in platform strategy. Samsung is poised to launch its first Android XR headset next week, challenging the market just as Meta's new Ray-Ban Display glasses sell out and its Horizon OS v81 introduces major mixed reality features. We also track a significant strategic pivot from Apple to smart glasses, concurrent with new spatial application from Discord, Los Angeles Lakers, Garmin, Tae Bo, TGV, and Microsoft and rumors from both Amazon and OpenAI. Dive in to see how tnew real-world applications are shaping the market.
