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// FRONTIER.SPATIAL-WEB

The Spatial Web

AR/VR & Spatial Computing

7 companies · 8 sourced backers · 48 milestones on record

// What this frontier is about

The Spatial Web uses augmented reality, virtual reality and spatial computing to connect digital experiences with physical places or interactive digital environments. Companies are working on shared workplace content, location-linked experiences, see-through displays and tools for building applications, while others aim to make spatial apps and lightweight glasses useful in everyday life.

// How real is it?

Where the 7 companies stand today, from their profiles and 10-year milestones. Tap a phase to see who is there.

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// What usually holds it back
  • ▸Making glasses lightweight enough for everyday use
  • ▸Connecting digital content accurately to real-world locations
  • ▸Making spatial applications practical for work and everyday tasks
  • ▸Helping developers create usable experiences across different environments
// Who's backing it
Coatue· NianticFounders Fund· NianticGoogle· NianticSpark Capital· NianticATT· Magic LeapPublic Investment Fund (PIF)· Magic LeapSaudi PIF· Magic LeapMeta

Publicly listed: 5 companies (owned by public shareholders).

// Inside the terminal
  • ›Every sourced story on all frontiers, filterable by company and news type
  • ›10-year milestone records for each company: demo vs shipped
  • ›Explained: plain-words readiness diagrams for real breakthroughs
  • ›Signal Trends of 39 frontiers covering 378 companies over time.
  • ›The events calendar: launches, approvals and deadlines ahead
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// Companies in this frontier
  • Apple (Vision)

    To establish spatial computing as a mainstream platform alongside the iPhone and Mac, with apps that float in the user's physical space.

    Some users · publicly listed

  • Magic Leap

    To make see-through augmented reality useful for enterprise work through headsets and waveguide optics.

    Some users · backed by ATT, Public Investment Fund (PIF)

  • Meta (Reality Labs)

    To deliver lightweight, everyday augmented-reality glasses that overlay computer graphics onto the real world and eventually replace the smartphone as a prim…

    Everyone · publicly listed

  • Microsoft (HoloLens/Mesh)

    To make shared digital content useful within physical workplaces and collaboration environments.

    Everyone · publicly listed

  • Niantic

    To make digital experiences interact meaningfully with real-world locations through augmented reality and detailed spatial maps.

    Everyone · backed by Coatue, Founders Fund

  • Snap

    To ship lightweight consumer AR glasses that bring Snapchat-style augmented reality into everyday eyewear.

    Some users · publicly listed

  • Unity Technologies

    To make real-time 3D technology a practical foundation for interactive and spatial applications.

    Everyone · publicly listed

// WEEKLY.UPDATES

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