The Tipping Point for 3D content is Now

The tipping point is that magic moment when an idea, trend, or social behaviour crosses a threshold, tips, and spreads like wildfire. Malcolm Gladwell, The Tipping Point

 
Some tech revolutions happen quickly, like a tsunami. For example, smart phone penetration. Others take time, and multiple waves, until they become mainstream. I believe we’re now at the tipping point for 3D content adoption and why it represents a huge opportunity for startups.

 
1) Improved infrastructure

The advancements in infrastructure, including the launch of 5G networks, new Nvidia chips with nearly 100% increase in GPU power, Lidar sensors embedded in consumer smartphones, to cloud gaming becoming widely available with offerings from Google, Amazon, Microsoft, etc. These advancements are creating huge opportunities in the world of 3D content by increasing download speeds and streaming capabilities to make AR and 3D content creation/ consumption widely accessible.

Improved infrastructure is a catalyst to developer adoption. Anecdotally, we at Remagine Ventures are investors in EchoAR, a CDN and CMS for 3D content which has seen the number of developers on its platform grow from 300 in March 2020 to over 10,000 in April 2021, with almost zero marketing effort. The According to Alon Grinshpoon, co-founder and CEO of EchoAR:

“3D content is now everywhere. Users are flocking to multiplayer 3D universes such as Fortnite and Roblox that allow people to interact with 3D content and use it to represent their identity – these are the new 3D social networks. All camera-first applications and games that incorporate 3D content like Pokémon GO, Snapchat, and TikTok are seeing unprecedented adoption and revenue which points to the fact that new solutions are required to manage and deliver 3D content for all future applications.”

Alon Grinshpoon, EchoAR

The future of infrastructure looks bright: from the rumoured Apple smart glasses, expected to launch in 2022, to Snap’s new Spectacle 3, 3D content will continue to grow in demand and finally ‘explode’ when it has its ‘iPhone moment’.

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