Wu Xu

Today the tech giants have two assumptions about XR: 1. AR will be bigger than VR. 2. Glasses will be better than headsets. But is that really certain? What if a super giant comes out of the non‑consensus?

VPG is basically John Ternus’s trial run as Apple’s next CEO.

When talking about the future of Vision Pro, you cannot ignore John Ternus. I believe he is the most suitable candidate to become Apple’s next CEO, and he needs a truly innovative product line to support that. Since taking over VPG, he has made a series of fast and confident…

This is precisely one of the defining traits of the current XR industry. XR startups aren’t like internet or mobile companies. They feel more like early stage software startups in the 1980s. Microsoft, for example, spent ten years before launching Windows and did not IPO until…

Don’t underestimate the Vision Pro that’s half the weight and half the price. Apple’s fixing the problems one by one.

Startups should not fear being early. Being early has its own rewards. You can wait a few years if you stay alive and keep the pace. What you should fear is being too early. If you are decades ahead of your time, even genius goes to waste.

There’s a key issue with smart glasses that few people seem to talk about, but it could heavily impact growth. From the user side, it’s hard to find better use cases than taking photos, recording videos, and listening to music.The form is still limited by battery and compute.If…

A year ago, I predicted that Vision Pro would support controllers and that hand tracking frequency would be upgraded. Nothing to worry about. Back then, many argued Apple had no interest in gaming. I said it would be solved within one to two years. Now it is right on track, just…

History repeats itself in subtle ways. The smartphone was not a computerized phone. It was a phonized computer. Smart glasses will not be computerized glasses. They will be glasstified computers. Two very different worldviews.

“Steve would come to me and ask me very deep questions, and then never do anything I said.” —— Alan Kay

Don’t underestimate your competitors, but don’t let the competition make you forget what really matters. Some people see with heart, some with brains.

I think this wave of AI is a major technological breakthrough, especially in language understanding, task delegation, and content generation. But it has not led to a fundamental restructuring of operating systems or hardware in the way smartphones once did. The devices we use…

Everyone’s chasing AI features, but for smart glasses the real battle is elsewhere. Honestly, the strategy at this stage is pretty simple: go insanely deep on end to end system design, fully tuned for battery life, thermal limits, and responsiveness, through deep integration…

Just watched the XR part of Google I/O. Cool demo, but the real questions are perf, power, battery life. Trade-offs make the product, not the sizzle.

Meta’s Q1 2025 earnings call said Reality Labs revenue dropped 6 percent due to weak Quest sales, partially offset by Ray-Ban Meta. I estimate Quest alone fell about 30 percent year over year, similar to Q4 2024. This is normal for hardware at the end of its cycle, like PS or…

In my journey as an XR investor, I have discovered a pattern. XR is a massive trend unfolding over an ultra-long cycle. Within this overarching cycle, there are several major phases. We are now approaching the end of an early major phase and about to enter the beginning of the…

I’m increasingly realizing that many common misunderstandings about 3D and 3D data come from the fact that most people have never truly experienced VR. Without firsthand experience, they make flawed logical assumptions and naturally arrive at flawed conclusions.

A widely known story: Apple lost the early PC war, and Jobs got kicked out. What was the main reason? A. Young Jobs lacked management skills B. Apple’s vertically integrated, closed model failed in PC era C. Early Macs priced too high, poor sales D. Apple didn’t have its own CPU…

The key point of this leadership change is that John Ternus now has more control over VPG, and he’s a top candidate for Apple’s CEO. With Rockwell out, the progress of Vision Pro is now closely tied to Ternus, which will speed up its development and become an important…