The AR Cloud Will Be Bigger Than Search

So while many parts of the ARCloud will involve hosting big data and serving web APIs and training machine learning models, just like today's cloud, there will need to be a very big rethink of how do we support real-time applications and AR interactions at massive scale. Basic AR use-cases like: streaming live 3D models of our room while we "AR Skype"; updating the data & applications connected to things, presented as I go by on public transport; streaming (rich graphical) data to me that changes depending on where my eyes are looking, or who walks near to me; maintaining & updating the real-time application state of every person & application in a large crowd at a concert. Without this type of UX, there's no real point to AR. Let's just stick with smartphone apps. Supporting this for eventually billions of people will be a huge opportunity. If history is any guide, some if not most of today's incumbents who have massive investments in the cloud infrastructure of today will not cannibalize those investments to adapt to this new world.