Immersed, the most-used VR work app, is building Visor to own spatial computing before the giants.
Immersed is the David to the GoliathsTech giants are pouring tens of billions into spatial computing, and Immersed is already the most used app in that space.
The last 20% triggers the inflection pointCliff frames ChatGPT's post-training, and a headset light and good-looking enough to wear, as the final 20% that unlocks adoption.
Enhance existing habits, do not force new onesJohn and Renji argue the iPhone and ChatGPT won by respecting how people already worked, and Visor keeps your familiar screens.
Executive SummaryAI
Josh Curry-Keshew opens the first live episode of the Immersed Into the Future podcast, joined by founder Renji Bajoi, Ryan L. Presidente, John W. Key Rush and new co-host Clifford Champion.
Renji says Immersed has been around about nine years, has raised about $40 million, went through Techstars Chicago, is about to cross 1.6 million users who have spent over 2,000 years in the app, and has passed 1.8 billion views.
The company is building its own use-case-specific headset, Visor: 70% lighter than the Apple Vision Pro at about six ounces, with two million more pixels, for about $1,000 instead of $4,000.
Ryan announces the Regulation A-plus round closes tomorrow at 1159 p.m. Eastern Standard Time, with cumulative investment earning up to 20% bonus shares at invest.immerse.com.
On reports that Apple will launch smart glasses in 2027, Cliff and Renji argue it is a rising tide: more form factors mean more users for Immersed's software and better supply chains for Visor.
Key Quote
“We are the David to these Goliaths”
— Renji Bajoi
Key Quote
“Everybody was calling us an idiot.”
— Sam Altman
Key Quote
“And my first interaction with chat was, it just worked.”