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Lowpass

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Janko Roettgers’ independent weekly on AR/VR and streaming platforms with frequent business/strategy reporting.

Disney Bets on AI -- and the Backlash Against It
NewsMay 7, 2026

Disney Bets on AI -- and the Backlash Against It

Disney announced a $1 billion investment in OpenAI to license its characters for the AI video app Sora, positioning generative AI as a long‑term strategic opportunity. However, OpenAI abruptly shut down Sora in March, prompting Disney to suspend the planned investment....

By Lowpass
Netflix Tests Its Own AI-Powered Voice Search
NewsMay 7, 2026

Netflix Tests Its Own AI-Powered Voice Search

Netflix has begun beta testing an AI‑powered native voice search, letting users press the remote’s Netflix button and speak natural‑language requests for recommendations. The feature offers preset prompts such as “I need a good cry” and an “Ask” option that...

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The TV OS Wars Continue
NewsApr 23, 2026

The TV OS Wars Continue

Omdia’s latest forecast shows Europe’s smart‑TV operating system market remaining fragmented through 2030, with four vendors each holding over 10% share and two more at roughly 5%. Google’s Android TV/Google TV platform, the current leader, peaked at one‑third of shipments...

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25 Years Later, Is It Time for a New iPod?
NewsApr 23, 2026

25 Years Later, Is It Time for a New iPod?

Marking the iPod’s 25th anniversary, interest in dedicated MP3 players is resurging. Google searches for “MP3 player” have tripled, a Reddit community attracts 90,000 weekly visitors, and The New York Times notes teens treating iPods as retro fashion. Apple discontinued...

By Lowpass
Amazon Releases Second Fire TV Stick with Vega OS, Plans to Bring It to All Future Models
NewsApr 16, 2026

Amazon Releases Second Fire TV Stick with Vega OS, Plans to Bring It to All Future Models

Amazon announced the Fire TV Stick HD, its slimmest streaming stick yet, slated for release at month‑end. The device adds Wi‑Fi 6 and is claimed to be 30% faster than its predecessor. Unlike earlier models, the new stick runs Vega, Amazon’s...

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Niantic Spatial’s John Hanke: The Don’t-Call-It an Exit Interview
NewsApr 9, 2026

Niantic Spatial’s John Hanke: The Don’t-Call-It an Exit Interview

Niantic, the creator of Pokémon Go, has completed a major transformation by selling its gaming division and rebranding as Niantic Spatial, a pure‑play mapping and geospatial‑AI firm. At the end of last month the company appointed former IBM executive Inhi Cho Suh as...

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Scoop: Meta Gets Ready to Launch Two New Ray-Ban AI Glasses
NewsMar 26, 2026

Scoop: Meta Gets Ready to Launch Two New Ray-Ban AI Glasses

Meta and its hardware partner EssilorLuxottica are preparing to launch two new Ray‑Ban AI glasses, as indicated by recent FCC filings that list the devices as production‑ready units. The filings suggest the models are close to market, echoing the rapid...

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Meta Exec Hopes VR Teens Will Stick Around
NewsMar 12, 2026

Meta Exec Hopes VR Teens Will Stick Around

At GDC, Meta Reality Labs games director Chris Pruett warned that the VR gaming market is experiencing its toughest period ever. Meta has cut more than 1,000 VR‑related jobs and shuttered several first‑party studios, yet Quest store revenue edged up...

By Lowpass