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.