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I was skeptical on XR until I saw the health and care applications - typically short sessions 30-60 mins with high market value if solving a medical need. The long duration uses, like work or entertainment, seem unlikely any time soon, too many usability constraints.

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I think that also hits the equipment challenge: those kind of situations can have a rack of GPUs plugged into the wall and it still won’t be the most expensive device in the building. The same implies to a lot of the industrial applications - if your product makes a mechanic working on $500k jet engines more productive, you have a much easier design budget than someone trying to convince people to buy another personal entertainment system.

500k, or even $40 million like a Boeing 777 engine

Wow, yes, I hadn’t noticed how high the top end went.

Isn't your described use case a long-duration work use for one of the parties?

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