I speak with HTC’s Alvin Wang Graylin, who is the President of HTC China & Global VP of Corporate Development at HTC about HTC’s investment strategy and what’s happening in the enterprise XR space. We talk about how hardware subsidies have distorted the overall XR hardware ecosystem, and how Meta has largely skipped over the enterprise market in favor of the consumer market while HTC continues to find compelling use cases across training, medical XR, architecture, and spatial design. We also talk about the imminent TikTok ban, how that might impact Pico VR, which is also owned by ByteDance, as well as how this might impact HTC.

At the end of the podcast, we end up having a debate about the future of AI where Alvin is very bullish in where AI will be in the next 5, 10, and 20 years while I remain a bit skeptical that we’re anywhere close to moving beyond narrow applications into more generalizable AGI systems that demonstrate a fusion of deeper understanding, knowledge representation, planning, world modelling, multimodal sensory sensemaking capabilities, symbolic reasoning, common sense reasoning, and storytelling.