AI

Apple just created, and killed, a generation of AR businesses

Comment

Image Credits:

Two weeks ago, Apple introduced ARKit, its solution for placing 3D objects realistically into a ‘real’ place. Basically, augmented reality.

And it just so happens that the Holy Grail of the home decor and architecture game has been, for years, being able to place decor and furniture inside a customer’s actual space. Over the past decade, as mobile has taken off, that dream has been transferred from the desktop web browser to phones and tablets.

A couple of factors have lined up to allow this category to explode and become, I believe, one of the first big breakout uses of AR in the App Store.

  • First, these kinds of apps need a huge library of 3D models of furniture and accessories. Whole companies were born in the early days that just offered to scan and import these for big companies.
  • The tech that allowed them to accurately perform SLAM (Simultaneous Location And Mapping) calculations in real time is far from trivial. Placing objects into a world required people to build the tech from the ground up by creating models of the rooms as well as the objects themselves.

Both of these points are now moot.

I can’t tell you how many of these kinds of companies I’ve seen over the years. Some of them were not bad at all, some were terrible, all were pretty much held back by the technology it took to map a room and place objects. I’ve written extensively about how Apple’s purchases over the last few years have gotten them to a place where they’re able to pack this into a phone — you can read that here.

The best recent stab I’ve seen at this model is called Modsy. It’s a pretty impressive process that has you take a few smartphone pictures that it stitches together and dresses up on its side, delivering you a fully decorated room a couple of days later. But that’s still far from real-time. ARKit is.

Modsy

 

So now here we are, with the ability for just about anyone to spin up an AR window inside their app. I predict that we’re going to see some real crap over the next few weeks and months as people just “put an AR on it.” But aside from that, we’re going to see a plug unstoppered on industries that needed a reliable version of this kind of AR portal in order to execute on a vision.

IKEA has announced that it is going to be allowing people to see their particular brand of lasts-just-long-enough furniture set into place in their own homes. IKEA won’t be the last though, by far.

It was even pointed out to me on Twitter that Apple probably just sherlocked the Pair app (a 500 Startups alum that we covered last August, incidentally) that was part of its inaugural Planet of the Apps episode.

The years and years of attempts at this, along with the technical pipeline of the modern online retail experience, has led most big furniture and accessory (and fashion btw) distributors to have all of their products modeled. Either from the original designs (all done in 3D now anyway) or scanned afterwards. Most catalog shots and online images are snapshots of what is technically, at the least, a 360 degree model of an object.

This means that there is a big pent up demand and a reservoir of available material to populate AR worlds. Thousands, hundreds of thousands — probably millions of 3D models of real stuff.

And we’ve now removed what was the biggest technical hurdle by divorcing the “room model” from the “object model.” Apple democratized AR to the tune of hundreds of millions of available portals — but it also did it to the tune of billions of points of interest. Every physical “node” of the world is now a potential layering aspect for AR.

https://twitter.com/flyosity/status/876825594553565184

 

This is just a curiosity when it comes to individual experiences, but the potential is ridiculous when you start thinking about it in a persistent way.

So if everyone can do it then the value is diminished, right? Not really. This should just allow designers and developers to move up the stack. Now they’re no longer burdened with adapting an existing AR system to their needs or (shudder) manufacturing them from scratch. The focus can be purely on big idea thinking about how to apply AR, the experience of doing so, and how best to conjoin it with other systems like voice, mapping and photography.

Apple just built the AR industry’s shovel. Now all you have to do is decide where to dig.

The initial wave of AR stuff will be right along the lines of what I discussed above. Furniture placed in the real world to see how it looks; filter; fun tricks; games. After that, we’re going to see some really insane stuff as people see what it means to have 350 million connected AR portals that could open onto the same augmented world.

More TechCrunch

The deck included some redacted numbers, but there was still enough data to get a good picture.

Pitch Deck Teardown: Cloudsmith’s $15M Series A deck

The company is describing the event as “a chance to demo some ChatGPT and GPT-4 updates.”

OpenAI’s ChatGPT announcement: What we know so far

Unlike ChatGPT, Claude did not become a new App Store hit.

Anthropic’s Claude sees tepid reception on iOS compared with ChatGPT’s debut

Welcome to Startups Weekly — Haje‘s weekly recap of everything you can’t miss from the world of startups. Sign up here to get it in your inbox every Friday. Look,…

Startups Weekly: Trouble in EV land and Peloton is circling the drain

Scarcely five months after its founding, hard tech startup Layup Parts has landed a $9 million round of financing led by Founders Fund to transform composites manufacturing. Lux Capital and Haystack…

Founders Fund leads financing of composites startup Layup Parts

AI startup Anthropic is changing its policies to allow minors to use its generative AI systems — in certain circumstances, at least.  Announced in a post on the company’s official…

Anthropic now lets kids use its AI tech — within limits

Zeekr’s market hype is noteworthy and may indicate that investors see value in the high-quality, low-price offerings of Chinese automakers.

The buzziest EV IPO of the year is a Chinese automaker

Venture capital has been hit hard by souring macroeconomic conditions over the past few years and it’s not yet clear how the market downturn affected VC fund performance. But recent…

VC fund performance is down sharply — but it may have already hit its lowest point

The person who claims to have 49 million Dell customer records told TechCrunch that he brute-forced an online company portal and scraped customer data, including physical addresses, directly from Dell’s…

Threat actor says he scraped 49M Dell customer addresses before the company found out

The social network has announced an updated version of its app that lets you offer feedback about its algorithmic feed so you can better customize it.

Bluesky now lets you personalize main Discover feed using new controls

Microsoft will launch its own mobile game store in July, the company announced at the Bloomberg Technology Summit on Thursday. Xbox president Sarah Bond shared that the company plans to…

Microsoft is launching its mobile game store in July

Smart ring maker Oura is launching two new features focused on heart health, the company announced on Friday. The first claims to help users get an idea of their cardiovascular…

Oura launches two new heart health features

Keeping up with an industry as fast-moving as AI is a tall order. So until an AI can do it for you, here’s a handy roundup of recent stories in the world…

This Week in AI: OpenAI considers allowing AI porn

Garena is quietly developing new India-themed games even though Free Fire, its biggest title, has still not made a comeback to the country.

Garena is quietly making India-themed games even as Free Fire’s relaunch remains doubtful

The U.S.’ NHTSA has opened a fourth investigation into the Fisker Ocean SUV, spurred by multiple claims of “inadvertent Automatic Emergency Braking.”

Fisker Ocean faces fourth federal safety probe

CoreWeave has formally opened an office in London that will serve as its European headquarters and home to two new data centers.

CoreWeave, a $19B AI compute provider, opens European HQ in London with plans for 2 UK data centers

The Series C funding, which brings its total raise to around $95 million, will go toward mass production of the startup’s inaugural products

AI chip startup DEEPX secures $80M Series C at a $529M valuation 

A dust-up between Evolve Bank & Trust, Mercury and Synapse has led TabaPay to abandon its acquisition plans of troubled banking-as-a-service startup Synapse.

Infighting among fintech players has caused TabaPay to ‘pull out’ from buying bankrupt Synapse

The problem is not the media, but the message.

Apple’s ‘Crush’ ad is disgusting

The Twitter for Android client was “a demo app that Google had created and gave to us,” says Particle co-founder and ex-Twitter employee Sara Beykpour.

Google built some of the first social apps for Android, including Twitter and others

WhatsApp is updating its mobile apps for a fresh and more streamlined look, while also introducing a new “darker dark mode,” the company announced on Thursday. The messaging app says…

WhatsApp’s latest update streamlines navigation and adds a ‘darker dark mode’

Plinky lets you solve the problem of saving and organizing links from anywhere with a focus on simplicity and customization.

Plinky is an app for you to collect and organize links easily

The keynote kicks off at 10 a.m. PT on Tuesday and will offer glimpses into the latest versions of Android, Wear OS and Android TV.

Google I/O 2024: How to watch

For cancer patients, medicines administered in clinical trials can help save or extend lives. But despite thousands of trials in the United States each year, only 3% to 5% of…

Triomics raises $15M Series A to automate cancer clinical trials matching

Welcome back to TechCrunch Mobility — your central hub for news and insights on the future of transportation. Sign up here for free — just click TechCrunch Mobility! Tap, tap.…

Tesla drives Luminar lidar sales and Motional pauses robotaxi plans

The newly announced “Public Content Policy” will now join Reddit’s existing privacy policy and content policy to guide how Reddit’s data is being accessed and used by commercial entities and…

Reddit locks down its public data in new content policy, says use now requires a contract

Eva Ho plans to step away from her position as general partner at Fika Ventures, the Los Angeles-based seed firm she co-founded in 2016. Fika told LPs of Ho’s intention…

Fika Ventures co-founder Eva Ho will step back from the firm after its current fund is deployed

In a post on Werner Vogels’ personal blog, he details Distill, an open-source app he built to transcribe and summarize conference calls.

Amazon’s CTO built a meeting-summarizing app for some reason

Paris-based Mistral AI, a startup working on open source large language models — the building block for generative AI services — has been raising money at a $6 billion valuation,…

Sources: Mistral AI raising at a $6B valuation, SoftBank ‘not in’ but DST is

You can expect plenty of AI, but probably not a lot of hardware.

Google I/O 2024: What to expect