Wagner James Au / New World Notes

Just to put my 2025 predictions in digital concrete:

• Apple won't announce Vision Pro 2 this year. This one feels inevitable with sales still slow and production of Vision Pro 1 already winding down.

• Thanks to the launch of Linden Lab's mobile app and cloud streaming, Second Life increases peak concurrent users by at least 20%. That would mean hitting a CCU of around 55K-60K.

• A leading metaverse platform start-up will be acquired or announce itself as being on an IPO track. Despite (or rather because) of VRChat's painful layoffs last year, I think that startup is best positioned to jump to this next level — especially after hitting another peak concurrency record.

• Roblox reaches 100 million daily active users. This one feels a bit like a cheat, since the company just announced hitting 88.9 million last quarter. But a big juicy milestone like that will still encourage a reassessment of the Metaverse concept, and renewed interest in Roblox in particular.
• Ray-Ban Meta smart glasses will not reach a 2 million install base this year. A research firm estimates Meta reached 1 million shipments late last year, but I seriously doubt that growth will continue to any great degree.

Agree, disagree? And feel free to add your own predictions below!