One analyst predicts AR/VR markets to grow to $100 billion in 4 years and diagrams 4 hardware + software waves Apple owns. Please pick a time stamped topic below:

(1:00) - Facebook Hires Regina Dugan: Former DARPA Engineer

(5:30) - Tim Merel of Digi-Capital: AR & VR Expert

(8:45) - Pokémon GO's Success

(11:45) - 5 Big Challenges for AR

(16:30) - Tim Merel's Four Waves of AR

(18:45) - Why Apple Will Own AR

(23:30) - Alibaba: The Amazon of China

(27:00) - Episode Roundup: [email protected]