Magic Leap’s Last Leap
The writing is on Magic Leap’s wall. The company that captured the hearts and minds of journalists and VCs in the 2010s is on its last legs. If the company is not able to become a components supplier for more capable companies dabbling in spatial computing, we are likely seeing Magic Leap’s final chapter being written.
Magic Leap’s slow but steady slide into irrelevance is on one level predictable. A company void of a design-led culture and lacking an ecosystem of services, users, devices, and a retail store footprint was always going to struggle with AR/VR. Since we are dealing with devices worn over the eyes, AR/VR is inherently a wearables vertical, which requires a set of knowledge and acumen that Magic Leap lacked.
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