The Stinger Report #1283 - XR Reinvestment

​Consumer immersive technology is at an inflection point: Meta and Samsung are pivoting toward mixed reality, spatial computing and AI glasses, while Valve and HTC remain focused on fully immersive VR. Valve’s Steam Frame has generated strong early interest, but its $1,059 starting price—driven partly by memory costs—tests demand for premium PC VR. Meta’s $1,299 tethered-puck headset, delayed Quest 4 plans and layoffs signal a strategic retreat from mainstream VR gaming; Apple has similarly c...