I spend my days between XR, AI and gaming as VP at wowinX, a holding building companies across these sectors. I live in Dubai, and the view of this industry from here is very different.
Some honest notes from my seat:
Working across several companies has taught me this fast: when tech fails, it's almost never the tech. It's that people didn't care enough to change their habits.
I've watched great demos die and average products win on distribution.
Adoption is the only scoreboard.
People have waited a decade for XR's iPhone moment. I did too.
Now I think it already happened. Someone wore camera glasses to dinner and nobody at the table noticed.
Platform shifts arrive when the hardware stops being embarrassing, not with a keynote.
Everyone talks about AI making games cheaper to build. Fair, but that's not what excites me.
What excites me is AI making game worlds feel alive. Characters that remember you, react to you, surprise you. The first studio that nails this will define the next decade of gaming.
Three numbers from BCG's 2026 gaming report that made me stop:
~50% of studios already use AI in development. 7,300+ games on Steam disclose it. Cloud gaming is set to grow from $1.4B to $18.3B by 2030.
The next gaming giants won't ship consoles. They'll ship ecosystems.
Every time someone tries smart glasses around me, their first question is not about the display or the price. It's: are you recording me?
Privacy is the real adoption barrier for XR. The industry keeps treating it as a PR problem when it's a design problem.
The specs are wild for 91 grams. World's first 240Hz AR gaming glasses, Sony micro-OLED, 2ms latency, Sound by Bose.
Full story: https://t.co/xUuYtJN9FT
This one surprised me. ASUS had a deal with Meta for a Quest-style headset. They walked away and built AR gaming glasses with XREAL instead. 240Hz, 91 grams.
Gaming is getting both now: glasses as your giant screen, headsets for full immersion. Two different jobs.
Almost every AI conversation I have goes the same way. Everyone wants to talk about models. Nobody wants to talk about their data.
Ask companies what's blocking them and the answers are integration and data access, not model quality.
The boring work is the moat.
Honest question for the AR crowd: has anyone fully replaced their monitor with glasses for real work, a whole week, not a demo?
I keep trying. I keep going back to the screen. I want to know what setup finally made it stick for you.
Some of what's already out or coming: World of Red Bull, MotoGP's Tour de Force, BBC Proms, CNN in Antarctica, Audi's F1 project.
https://t.co/eiDGb7OrWr
The list of brands producing immersive films for Vision Pro keeps growing. Red Bull, MotoGP, CNN, the BBC, HYBE. Not ads. Films where you stand inside the brand.
I find this shift fascinating. An ad becomes a place you visit, not a spot you skip.
Looks like launch is days away. A "Great on Frame" category just appeared on the Steam store. Wi-Fi 7, foveated streaming, up to 144Hz.
https://t.co/A6Ui13KzFG
Valve is about to launch Steam Frame. I haven't been this curious about a headset in years.
Not because of specs. Because of the library. The whole Steam catalog on a 185g device.
Others sell hardware and pray for content. Valve sells 20 years of content and adds hardware.
So I'll start sharing what I see from here. The deals, the demos, what's real and what's just a good trailer.
If you're building in XR, AI or gaming, my DMs are open. I love meeting the people shaping this space.
I spend my days between XR, AI and gaming as VP at wowinX, a holding building companies across these sectors. I live in Dubai, and the view of this industry from here is very different.
Some honest notes from my seat:
Same with AI. In most companies I visit, the models are ready but the company isn't. Data everywhere, systems that don't talk.
Around 8 in 10 enterprises already measure real economic impact from agents. The gap is integration, not intelligence.