Future proof your playlists with these HUGE Dolby Atmos music lists

UPDATE June 14, 2002. I’ve been focusing only on Apple lately. Amazon’s user experience really sucks and it’s just too difficult to keep all my lists synched. My Apple lists are here: https://music.apple.com/profile/AllDolbyAtmos

As Apple puts the finishing touches on its new augmented reality headset, expected later this year, I’ve been tracking innovation in music. Spatial Audio/Dolby Atmos. Why? Dolby Atmos will be a huge part of the announcements Apple is going to make. It will also be very important in the future of the “metaverse.”

Last year we got a new Sonos system that plays Dolby Atmos (new spatial audio/surround sound/better quality). Since I sold audio gear in the 1980s it’s amazing to me that you can feel like you are in the middle of a concert now. Apple’s headphones, which I also have, also support Dolby Atmos but don’t really get you the surround sound or the bass of our $3,800 Sonos system.

While watching group forums on Facebook and elsewhere I see lots of others are getting new audio systems that play Dolby Atmos. Movies have played Atmos for years, but music services started sharing Atmos less than a year ago.

The problem is finding Dolby Atmos music.

For instance, Apple’s “Rock Spatial Audio” list has 99 songs. Nice start, but I got bored very quickly. So I started collecting my own. My rock list has 1,131 songs and my hard rock list has 166 songs. Finding these are very difficult. Why? Some albums only have one song done in Dolby Atmos. So you gotta go one by one through each song and you need to know where to look to find new ones.

None of the services are doing Dolby Atmos fans, like me, justice. I’m on all of them that support Atmos (Tidal, Amazon, and Apple) and even some that don’t support Atmos (like Spotify and YouTube Music).

It makes you wonder why the music industry is hiding its biggest technology advance in decades? When it comes to Apple, I’m pretty sure it is readying their own Dolby Atmos music service for its new headset. But Amazon? Its UI is horrid. Worse, all services have really shitty search engines.

Anyway, Dave Winer regularly writes that blogs let authors route around big companies. This is exactly what is going on here. Now, I know 99.99% of people don’t care. That’s fine. You will when you get new surround sound headphones next year. If you still are reading, just remember that this post exists so when you do start to care about music quality you have a resource to go to.

Anyway, here’s the master list of my playlists. I’m breaking them into two sections: “curated” and “catalog.” Curated means I built the list after listening to every song. I built these for my own home and are what I listen to every day. Catalog means it’s just a list of everything I can find (like my rock lists) without any concern about the quality).

If you use these, you must see the Dolby Atmos logo. If you don’t see a logo when playing then you aren’t getting the full Atmos experience (you might need to turn it on in your phone’s settings, or upgrade your equipment).

So, let’s start with “curated.” The first link is to Apple Music. Amazon has a lot less music in Dolby Atmos format and I have only moved over some of my playlists (they take hours to move over because Amazon has far less Atmos).

I include the link here because Amazon sounds better than Apple. Even on Apple’s own headphones. Why? Because it is using a new version of Dolby Atmos that Apple and Tidal aren’t yet using.

1. Chill Together. 242 songs. This is music that Maryam (I’m her husband) and I like listening together to. Nice and calm music.

2. Dolby Atmos Nightclub. 537 songs. The opposite of Chill Together. Lots of explicit language and mostly hip hop/rap. Loud, obnoxious. Rattles the subwoofers. (Amazon)

3. Dolby Atmos Party. 297 songs. None of the explicitness of the nightclub, but still fun beats to get people dancing. (Amazon)

4. Dolby Atmos Radio. 1,713 songs. Music that’s great to listen to all day long. No explicit stuff, but a wide variety of songs. (Amazon)

5. Dolby Atmos Speaker Demonstrations. 91 songs. The best of the best. I did this list to show family and friends what Dolby Atmos is all about but I found it’s great to keep going back to whenever the software in my speaker system upgrades. (Amazon)

6. Favorites. 1,254 songs. Similar to Dolby Atmos Radio but with a little higher quality level.

7. Holiday Party. 102 songs. My favorite Christmas/holiday music. (Amazon)

8. Quiet Beauty. 165 songs. Very quiet instrumental music. Great for having in the background while working or reading. (Amazon)

9. Timeless. 398 songs. The music that we can listen to for decades and not get tired of listening to. (Amazon)

10. Vibe Alignment. 432 songs. Nice songs to listen to with other people in the room. (Amazon)

The rest is what I call “catalog.” In other words, genres or other things that don’t have editorial input from me. Here I go for completeness, not quality. Usually I try to stay with Apple’s own categorization.

11. African. 228 songs.

12. Alternative. 2,362 songs. (Amazon)

13. Blues. 58 songs.

14. Bollywood. 280 songs.

15. Catalog A. (everything I can find that has last name of “A”). 1,417 songs. (Amazon)

16. Catalog A-M. (Explicit). 2,935 songs. (Amazon)

17. Catalog B-C. 4,316 songs. (Amazon)

18. Catalog D-F. 2,318 songs. (Amazon)

19. Catalog G-J. 3,715 songs. (Amazon)

20. Catalog K. 886 songs. (Amazon)

21. Catalog L-M. 4,042 songs. (Amazon)

22. Catalog N-P. 2,229 songs. (Amazon)

23. Catalog N-Z Explicit. 1,870 songs. (Amazon)

24. Catalog Q-S. 3,050 songs. (Amazon)

25. Catalog T-V. 1,667 songs. (Amazon)

26. Catalog W-Z. 1,568 songs. (Amazon)

27. Children’s Music. 99 songs.

28. Church. 362 songs. Religious.

29. Classical. 9,353 songs. (Amazon #1. Amazon #2)

30. Country. 1,400 songs. (Amazon)

31. Dance. 856 songs. (Amazon)

33. Drinking. 51 songs.

34. Electronic. 711 songs. (Amazon)

35. Funk, R&B, & Soul. 1,516 songs. (Amazon)

36. Hard Rock. 280 songs. (Amazon)

37. Hip-Hop & Rap. 4,237 songs. (Amazon)

38. Holiday. 647 songs.

39. Jazz. 581 songs. (Amazon)

40. Latino/Mexican. 1,246 songs. (Amazon)

41. Meditation. 30 songs.

42. New Dolby Atmos Friday. (Changes every day as new music comes out. I keep music here for about a week).

43. Pop. 4,116 songs. (Amazon)

44. Reggae. 59 songs.

45. Rock. 1,571 songs. (Amazon)

46. Singer/Songwriter. 193 songs. (Amazon)

47. Soundtrack. 786 songs. (Amazon)

48. World. 322 songs.

Dolby Atmos’ role in better digital experiences

Photo by Robert Scoble. Empire of the Sun performs at Coachella. So far the experience of concerts are out of reach of most people. Dolby Atmos promises to close the gap between “real life” music and recorded music you can enjoy in your home or car.

First of all, what is my goal? It is simply to find ways to make my systems (which include many headphones, cars, and Sonos system) sound better and to help you enjoy your system.

There is a bigger goal I have, which is to get the Spatial Computing industry to care a lot more about audio, since music is a foundation for a lot of storytelling, and a huge amount of the difference of, say, watching the Olympics in person or on TV. Even “silent” films from 100+ years ago have music as part of the story. What is Dolby Atmos and why am I so excited by it (enough to make playlists that have tens of thousands of songs on them, all in Atmos, and to talk with the music industry frequently)?

Neil Young took me into his studio to teach me this “gap” between a real-life performance, what was captured on the master recordings, and what people hear coming from their headphones or speakers. On most equipment the gap is huge. But now consumers are getting systems that greatly close the gap. Or, could, if they are fed music with higher resolutions and with the ability to build surround sound stages that sound closer to real concerts. That’s where Dolby Atmos comes in.

When you go to a real game, the sound is incredible. So far consumers don’t have the equipment, nor the source, to help close that gap. Dolby Atmos closes the gap between a real concert and something you would experience digitally. And closes it in a huge way. It used to be that only wealthy schools could do what my Sonos is now doing.

It gives us several things:

1. It virtualizes speakers. So that sound can be put all around a listener.
2. It turns audio into objects that can be played properly on everything from a $250,000 speaker, to cheap speakers on a modern iPhone.
3. It still includes a stereo render so that the music can play on all equipment, even those that don’t support Atmos (since that’s the vast majority of devices that people listen to music on).
4. More bit depth, so sound is better quality.

Putting audio on things, either real or virtual, will be a big deal. The #1 app on Meta’s (formerly known as Facebook) VR headset, the Quest 2, is Beat Saber. Which uses music. But which sounds like crap because it’s 2D music, not Spatial Audio, like what Dolby Atmos delivers.

I’m not paid/compensated in any way by Sonos, Dolby, Apple, Amazon, or any company I discuss online (if I ever am, I will disclose that).

My qualifications? I’ve collected tens of thousands of Dolby Atmos songs on Apple Music and moved a lot of those over to other services like Tidal and Amazon so that I can compare music services. If you want help with a specific kind of music, drop me a line, and I’ll send you my playlists on Amazon or Tidal. Apple is the best place because Apple has the biggest catalog of Dolby Atmos that I’ve been able to find. Amazon sounds better, even on Apple headphones, due to using newer Dolby Atmos technology than the others, but it has fewer songs, particularly for those of you who like classical music.

Spatial Audio is something I’ve been studying for decades. I’ve been in Virginia Tech’s building for Augmented Reality research which has 1,600 speakers in one room. When I visited they put me in a recorded football game which blew my mind.

Neil Young had me in his studio to understand what his analog masters caught of his performance and how much of that is stripped away by technology delivering music at home. I’ve visited with many audio engineers in many studios. Just so you understand that while I’m not an audio engineer, I do have more education on the topic than most people who aren’t audio engineers and I’ve even met audio engineers who are completely working in stereo and who don’t understand Atmos. The music industry is cleaning those people out and building new studios around the world for Atmos.

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What is Dolby Atmos?

Instead of talking about bits and bytes and nerdy stuff, let’s ask ourselves “what is the goal for us to recreate music recordings in our home?”

For me, I have seen hundreds of performances from the front row. Buddy Guy played guitar sitting right next to me for 20 minutes. Reggie Watts performed two feet in front of me in Preservation Hall with the band there. I’ve been to Austin City Limits, Coachella, and many festivals.

My goal has been to recreate this concert experience at home. Most people can’t afford to go to, say, Coachella, to listen to live music. Marshmellow played there to about 30,000 people. A few years later he was on Fortnite performing to 11 million. And it sounds like shit compared to Atmos on my Sonos system. The gap between the performance on Fortnite and what his concert in real life was like is huge.

We can do better.

So, let’s start out with something simple.

A three-piece band. A singer. A drummer. A guitar.

The old way was to record in “stereo.” Two audio channels. And distribute that at 44.1 khz, or worse (Spotify is usually compressed on top of that). That is what is on CD’s (which I first started selling around 1980 in the consumer electronics store I worked at).

In stereo the band is “stuck” mostly between your two speakers with a little that goes outside of that. When we sold audio gear in the 1980s we’d say “this speaker has a wider soundstage.” Because in front of you you could more clearly hear where a flute or clarinet was in, say, a symphony.

Today, with Atmos that soundstage can be all around you. The guitar can be in a specific place in 3D now. That wasn’t the case with stereo. In theory Atmos can move things around differently in the future, too. The Atmos technology has separated where sounds are coming from apart from the sounds themselves.

The process of making Dolby Atmos is different than it used to be. Now a technology team needs to “program” where sound should be around you.

That is impossible to do in just stereo. Audio engineers sometimes even put each performer on a different speaker in their studios and move those physical speakers around to decide where to put each on the computer, which translates to your Sonos as “drums in back, guitar on right, singer in front.”

In my home, with my system, this sounds like my whole room comes alive with audio that extends behind my speakers, over my head, and even behind me if I have the speakers directly to my sides, or a little behind me. Sometimes it even “fakes” sounds behind you where there aren’t any speakers. You can hear this actually on an iPhone 13 Pro or Max phone. Play Dolby Atmos music on such, make sure you see the Dolby Atmos logo (if you don’t there are a couple of places in settings you need to change, and you need to pay for the top tier of music services (particularly important on Amazon Music) to get it. Turn your phone and you’ll notice that sound often appears like it’s coming from next to you or, even, behind you where there are no speakers!

I also noticed in my headphones and in my car that Atmos music has better bass and music clarity when Apple turned on Atmos last year. That’s what got me interested in Atmos. Soon after I had purchased my Arc bar and started talking with musician friends and audio engineers about this.

The reason, the engineers tell me, that Atmos has better bass and audio, is because when the music is sampled it not only has more samples (48 khz vs 44.1) but also has more bit depth (the numbers are longer, which makes for better sound, thanks to more information).

Some of those benefits come from “high resolution” music (music recorded at higher sampling rates than what was used to record CDs) but if you have a full surround sound system you hear it isn’t just that: that the music is fundamentally different than it used to be.

Some purists argue that it isn’t what we should do. That stereo is how “God” made recorded music and we shouldn’t mess with that.

I come from a different place: if we really are going to take audio to the next level we must go way beyond stereo.

I hear another resistance: that there is a better way to do Spatial Audio, particularly in VR, since the platforms that make VR can put sound on any of the virtual polygons that make up what you are seeing in a VR headset. The problem here is that the music industry has decided to go with Dolby Atmos, or a similar technology, 360, from Sony.

So, we need to see VR headset manufacturers really support Dolby Atmos at a deep level and make it so that the virtual box around the listener can be “attached” to the real world, so that we can really recreate a concert experience (I’ve been on stage at concerts where musicians are playing and in real life you can hear what it sounds like between, say, the guitar and drums. You can’t do that at home yet.

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What about the future?

The holy grail is to “fool” the listener into thinking she/he is at a concert, where sound is coming from all around you, particularly when you are at something like Coachella. There they have dozens of speakers in front, above, and behind you, and that sound is bouncing off of everything else.

We aren’t there yet.

Now add on augmented reality or virtual reality glasses. They could “lock” the Atmos virtual box to the real world, letting you “walk around” a band. Like you can in a real concert.

It is this goal that has me most excited. If we can put a 3D sensor on your face, along with screens that cover your eyes, and headphones that bring real surround sound, and cover your ears, we can deliver much better audio than headphones can today.

So far we haven’t seen this “holy grail” ship to consumers. I expect that in the next year that will change.

Which is why I’m collecting all the Atmos music I can. When you get one of the devices that I know is being built by Apple, Meta, Tesla, and others, you’ll be able to hear the magic of Atmos.

Until then, start “future proofing” your playlists, by choosing to collect Dolby Atmos. By the end of next year you’ll see that will be much more important than it is today.

Music never sounded so good!

Here are the largest collections of Dolby Atmos music anywhere:

Apple: https://music.apple.com/profile/scobleizer

Amazon: https://music.amazon.com/profiles/s5yxpchb5am5nbpi5ylmmrqrry?ref=dm_sh_gEk0YWvS1hxV9Tgn0JGEfkFuQ

Tidal: https://listen.tidal.com/playlist/6603219c-65cf-4299-87e9-54cad6e729ab (search for “100% Dolby Atmos” to find 50+ other lists).

The Augmented Home

In Silicon Valley we like to think about “first principles.”

What does this really mean? Go back and really study how things work without bringing your biases to the table and then come up with new products and services that help you do that task better.

Steve Jobs went further.

When he started the iPhone team he told the first 12 people “do not hire anyone who has ever worked on a phone before.”

Why?

He wanted a fresh look at the industry and he wanted to see how new technology and a new approach could change the game. Elon Musk recently did the same when he and team designed the Cybertruck. They threw out all our beliefs about what a truck should even look like. So many people have been polarized by that design, which shows the power and danger of taking such an approach.

As we see companies like Apple and Meta, er, the company formerly known as Facebook, try to introduce new devices into the home, that will “augment” the home in various ways, it’s useful to study what people are doing in their homes, so you can judge how much usage they will get, and how accepted they might be, or, even, for competitive analysis to see who is strongest at a specific use case in the home.

I’ve been fortunate to have been invited into people’s homes all over the world. Rich, poor, and everything in between. That let me observe what people actually do, vs. what I think they do. And what they have and how they spend their time.

That turned into a framework, a simplified version shared here, to help everyone think through new companies in a new way. If only to help build competitive analysis in the future.

This led me to notice that very few people do “high engagement computing” while walking around. They almost always are sitting down when doing high-engagement computing (although if you have a standing desk that messes things up a bit but very very few people have one of those in their family rooms so we’ll leave that for a future discussion). This tells me the augmented reality industry has focused on the wrong type of experience.

Apple and Unity aren’t going to continue making this mistake, because they have done the kinds of human factor research I have. Apple even built a fake home to study these different contexts in the home. Apple’s strategists are focusing on this high-engagement computing, I hear from people working on its new products.

How do I define engagement? Are you touching or interacting with the computer at a high rate?

“Low engagement?” Things like listening to music (you do realize that is computing, right? Try playing music in your headphones, car, or home without a computer). But you rarely touch a screen or interact with the music. Other than to start up a playlist or play a song. Yeah, we could say if you are doing a ton of searching, liking, curating, etc, you are moving toward high engagement. I still include that in low engagement computing.

High engagement? If you are designing something in a 3D app, or working on a spreadsheet or doing a slide deck, or even answering email, I put that in high-engagement camp.

While following people around and understanding what they actually do, both are important. An architect can design a new building while also listening to music. One is a high-engagement task. The other low.

Generational shifts

Visit a home with two teenagers and you’ll see that while the parents do most of their entertainment-focused computing in the family room, that isn’t true of the kids. Some are very focused on being in their rooms, watching videos, or, more importantly, gaming. Some families even banish the gaming system to the garage, so that when adults are having a party the kids are out there playing to their heart’s delight.

Apple has new eyes on these uses of technology in the home. Can Apple win back the kid who has a gaming console or a PC in their bedroom? My research shows yes, but that will be very tough short term, particularly if Apple is planning on charging $3,000 for its visual headphone.

Kids also have their own media and music preferences that often clash with that of adults. Which is why they are relegated to the hinterlands of bedrooms or garages also. Can a new kind of headphone change that mix? Yes. But we need to see what actually happens vs. what our theories about what will happen. Lots of unknowns here, like the role of AAA games, and what the music and metaverse industries push to the kids.

What is the conclusion?

That there is a new unserved market for VR/AR companies: focused around people that are sitting down to do a variety of high-engagement tasks. One that is now working at home, along with doing other high-engagement tasks. How many couples are now both working at home, struggling to deal with Zoom calls and using new collaborative tools.

Even when the kids come out to watch a movie with their parents, you see another thing.

Everyone is still on their personal devices, like phones or tablets — which are completely crappy screens compared to an 83-inch TV for watching video content. Still the mobile phone persists, even in such a home. TikTok is the biggest beneficiary of this new behavior. Even while watching TV or a movie, things that 20 years ago would get everyone angry at you for being distracting. Now everyone is in this state of continuous partial attention. Former Apple/Microsoft exec Linda Stone told me that was coming back when I worked at Microsoft 17 years ago. Here we are. Watching a Netflix show on the big screen while watching TikTok videos on the small.

This tells me that if a new device gets launched that lets you “soak” in both worlds that it will be very popular. Of course I’m thinking of Apple, but others will try to compete for the home. I don’t think they will be very successful short term, but we’ll see why when Apple comes in June.

When Uber was invented it was after the iPhone shipped. I was there in the Paris snow storm when Garrett and Travis were complaining, saying “why can’t we see where the cars are on our phones?”

The introduction of a new computing device let us think differently about a task we had done thousands of times before (getting a ride in a taxi).

Same will happen in the home.

After we get augmented reality devices we will change what we want in the home.

But, like with Uber, the businesses that take on things we already do will have a major leg up on companies that will try to introduce a completely new behavior.

The big money spot

So, where is the sweet spot? The one that will end up with most of the competition and money.

Let’s focus on just the family/living room. You know, the one room that has the best TV in the house. When I visit homes I look for commonalities. Literally everyone has a TV in their family room. Even in very poor homes with dirt floors. Almost always had a TV and if they didn’t have one, a neighbor had one and invited everyone over to watch the local football team (soccer in most of these places).

While in the family room, I keep track of who has a state-of-the-art 2020 or newer TV or audio system?

Even in “rich” Silicon Valley literally no one does. This is key for Apple, because a very tiny percentage of people have a surround sound system or a big TV that is capable of 4K or better resolution.

Our family invested in a $20,000 media room, complete with everything state of the art, or at least state of the art as of last June (and state of the art for that price level — the billionaires sometimes have $250,000 rooms but I study mass market consumer behavior, not that of billionaires).

Doing this research also led me to study people’s reactions as they visit our home (we had a family here from Texas for 10 days at Christmas time, too, so got a ton of insights from that).

Even with such a mind-blowing system people still are poking at their phones, looking at TikTok or playing a variety of games or watching YouTube. I started keying in on this. Conclusion: custom media beats high quality media. People regularly tell me they won’t switch from Spotify, even though it has easy-to-demonstrate far shittier music quality than, say, Amazon or Apple Music on my new Sonos system. Why? Personalization beats quality. Over and over.

What if someone gives consumers both?

My research shows that such a device will sell very very well.

Other things to pay attention to if you are starting a company that is going after home users?

Home users multi task. How many of you watch a TV show, while dinner is cooking, or while you are actually working on a different screen? Many of you keep TV on in the background all day long. Others, music. While I’m typing this on my iMac, which is in our kitchen (Maryam is working in the office down the hall) I’m watching what’s going on over on Twitter (TweetDeck is on our big screen) and what is going on around me (Maryam emerged from her office to get some lunch). A bunch of high and low engagement behaviors all mixed together. Some of which will get us to put on headphones. Some of which get us to take them off.

A funny thing I discovered with homes that have a modern Sonos in them, by the way, is that very few percentage of people who have purchased a modern AV system have them properly tuned and setup (Sonos has a feature called “TruePlay” that makes sound dramatically better if you use it right. Many even hyper-rich people haven’t done it at all. Plus, it took me months to figure out that I wasn’t getting the best picture quality on my TV because of one setting I missed). Most people also have small TVs. Only a tiny percentage of homes, even in “rich” Silicon Valley have bigger than 65-inch TVs.

The resistance

This means there’s a lot of resistance to devices that cause task switching. You hear a ton of resistance when doing market research. Many many people tell me “I will never wear anything on my eyes.” Many tell me that and then pull headphones out of their pockets when I ask. Never believe what people tell you, always watch. I have thousands of examples where people told me “I’ll never do that” and then three years later they are doing that same thing all the time. Same here. It’s hard to see how a VR device would gain so much mainstream acceptance that everyone will wear it for hours every day. I’ve studied several paradigm shifts close up. Right before each hit, and even as each was hitting, there was extraordinary resistance. I got yelled at in a coffee shop when I was trying to complete the first credit card transaction in that store, for instance, and when I introduced email to the office I was working at for the first time people complained, saying they liked paper memos better.

Even people with VR headsets rarely brought them into the family room. Already they have been relegated to other spaces for a variety of reasons. Why? The task switch from being immersed in, say, Beat Saber, to making sure the kids are doing their homework, or making sure your food isn’t burning, is extremely high and keeps VR from being used nearly as often as it should be.

Such headsets also bring new problems into family rooms (my son hurt someone who walked into his playspace while he was playing a high-engagement game and swinging around wildly). I hear Apple has focused on this task switching a lot, along with the safety issues in the home (one reason we’ll see how it solved the problem in June at WWDC when it introduces its new visual headphone).

Also, the person who is watching a TV show, while playing Words with Friends on her iPhone, still wants to be social with others in the room. While you COULD use, say, Apple headphones while others are in the room (I tested this at Christmas dinner, everyone got used to me being a dork, and I could listen to music while still talking to them with the transparency mode), very few feel comfortable with wearing a device while trying to be social. Will that change? I predict it will based on my research, but Apple has to solve the task switching problem. It’s possible for it to be watching and listening to everything for you. What if you were playing Beat Saber and it told you “the kids are now playing on their computers.” Or, “your oven timer is going off.” Or, “a smoke alarm is going off, so we are pausing all high-engagement computing until you get it to go off.

I asked lots of questions about what would happen in the home if everyone had a device on, and new kinds of experiences were introduced (like new kinds of board games you could play with your kids). Here people are intrigued, but say it depends a lot on the execution. So far only weirdos like me try wearing devices. My research shows that could change in a huge way.

The catalyst? Football. What gets people to come over more than any other event? Football. Since I have the biggest, sharpest, TV in our family/friend group, I find that every Sunday I have people over here to watch the TV. That didn’t happen before.

The Context is key

If you are building a game that is really about walking around the world, er, your neighborhood outside, it will have a tough time serving the “sitting on your couch” context.

Let’s back up. I wrote a book about contextual computing. Back when Shel and I wrote that we didn’t have the kinds of AI we do today. Today we have new kinds of AI that hasn’t yet been introduced into the home.

If you are dancing, the potential things you will do are a lot different than if you are lying down watching TV.

If you are building augmented reality services for the home thinking through the context is key.

There will be different distribution channels to get to those contexts too. Would you launch a sports app the same places you launch a math app? No! So, people who are helping entrepreneurs, like me, have to keep track of each and build relationships with those who run such. I already have a list of 2,200 companies building the 3D Internet (AKA metaverse) and am rethinking them thanks to this context map I posted here.

Already well-funded companies are going after each of these contexts. So I’m tracking the money spent and also what new startups are up against as they try to get consumers to take time they used to use to watch TV shows or movies to do something new, like playing multi-player augmented reality games in our homes. That competition will lead to many millions of words spent, and lots of opportunities for partnerships and mergers.

What does this mean for entrepreneurs?

Each will need to know what they are up against. If you are competing for sitting on the couch time you are up against Ted Lasso, football, and everything else that comes. Unity, alone, is going to make a HUGE play for this space. Becoming “the virtual refrigerator” company will be a lot easier, based on my experience, for a low-funded startup than trying to be “the virtual coffee table company.” That said, if you have a real shot at the coffee table the minutes spent there in each home is much higher than the time spent at the refrigerator. Each choice you make will have consequences down the road (and different financing and staffing needs).

Look for what are the big companies not yet doing? Lots of analysts will track that, but I don’t know anyone who has approached each context in the home yet.

This is why I am talking with so many startups lately, all for free with no strings attached. This lets me figure out how the market will break down, and where to look for newer approaches for each. My phone is open at +1-425-205-1921, please text first.

I’ll keep this all up to date and keep adding more details based on what else I learn between now and when Apple comes later this year.