For the AR/VR space, I'm curious about YCs thinking about the addressable market and the possibility to have a unicorn-scale company developing solely for VR/AR in the foreseeable future (that isn't a device manufacturer).
The devices seem to be getting better and better, but the software seems rather lacking (currently typing this from a gorgeous giant display on my Vision Pro, which I use mostly exactly like how I would use my computer). Even in gaming, where the use-case is a lot more mature, we haven't seen the kinds of investment in AAA content that you'd expect, even though clearly the platforms could benefit from it.
I'm curious what YCs thinking is, and if perhaps they just feel no one has earnestly taken it on yet?
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