Oculus

Diana, a YC group partner and longtime AR/VR founder, explains how Vision Pro combines cameras, sensors, custom processors, and eye tracking to make real-world augmentation possible. She contrasts Apple’s video pass-through approach with optical AR and discusses why spatial computing remains technically difficult and early. Drawing on the iPhone’s history, the speakers suggest that useful startup opportunities may emerge years after a platform launches, once adoption and developer ecosystems grow. They advise founders to evaluate applications on their merits and to pursue the space when they have a strong, sustained interest in solving its technical challenges.