Competition in Today’s Market

It’s definitely not winner-take-all. My experience with the “Spatial Creator Toolkit” showed me that creators want to build once and publish everywhere. We are heading toward a multi-device future, especially with new players entering the wearables space almost weekly.

I see the market splitting into distinct use cases. You’ll have high-fidelity headsets for immersive gaming and heavy entertainment, lighter headsets for productivity and spatial workspaces, and then ultra-light smart glasses for those “on-the-go” check-ins and notifications. Each ecosystem serves a different “mode” of life. The winners won’t be the ones trying to make one device do everything; they’ll be the ones who allow users to drift seamlessly between these different form factors.

Business Advice 

My advice: community is your currency. With Animal Company, we didn’t just launch a game. We built a community of creators. We viewed the game not just as a product, but as a virtual playground, a movie set, and a hangout space.

The key to our success was our release cadence. We did weekly releases, which kept players constantly hyped and gave us an invaluable, real-time feedback loop. If you’re a developer, don’t build in a vacuum. Look for the “velocity” signal. Are people creating content about your prototype? Are they asking for features in your Discord? If the answer is yes, commit resources to fueling that fire.

That philosophy is something I now bring directly to the teams I advise. Whether it’s a studio figuring out their first VR launch, or a platform trying to build creator momentum, the playbook we developed at Animal Company and Spatial is repeatable. If your team is navigating any of this, I’m actively working with companies in this space and you can reach me through my website or LinkedIn.

What’s Next for Spatial Computing

By 2031, “XR” and “AI” will effectively be one and the same. We’re moving toward a world where AI Agents and Model Context Protocols are the engine, and XR is the interface.

We’re already seeing the rise of World Models today, and it’s happening at an exponential rate. AI is rapidly moving beyond just generating text or code to developing a deep, physical understanding of the environment around you. I got to see this firsthand a few weeks ago, when I helped organize, emcee, and judge “Worlds in Action” in San Francisco, a hackathon specifically focused on world models and spatial AI, with participants from World Labs, ByteDance, Google, Niantic, and Meta. Watching teams push the boundaries of how AI understands physical space in real time made it very clear that this convergence isn’t theoretical anymore.

Interview conducted by the 80 Level Editorial Team

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