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Diana Hu on Augmented Reality and Building a Startup in a New Market

From Y Combinator · Published Jul 21, 2020 · Watch on YouTube

TL;DR

AR is in the “installation phase” of a technology cycle, where core infrastructure and tooling must be built before applications can explode. Timing is driven by reuse of mobile hardware, power-efficiency gains (Koomey’s law), and wireless bandwidth growth (Edholm’s law).

Key insights

  • AR is not a single discipline; it requires computer vision, graphics, real‑time systems, distributed systems, hardware, and optics.
  • Technology cycles have two stages: installation (infrastructure/tooling) and deployment (application explosion). AR is currently in installation.
  • AR benefits from the mobile supply chain (sensors, cameras, SoCs) and Moore’s law for compute, but the critical law is Koomey’s law: every 18 months the same computation uses half the power.

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