Sponsored by Intercard! Sponsored by Alan-1! On this week's episode of Sound Off, we track competitive socializing’s growing pains, from single-attraction brand traps to the staffing and education needed to earn repeat visits. Then we zoom out to supply shocks, rebrands, soft numbers, and the hype gaps that erode trust and margins. • single-game venue ceiling and brand rigidity • staff-led guest education as growth lever • China tech restrictions and chip supply exposure • Topgolf softness a...
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Sponsored by Intercard! Sponsored by Alan-1! On this week's episode of Sound Off, we track competitive socializing’s growing pains, from single-attraction brand traps to the staffing and education needed to earn repeat visits. Then we zoom out to supply shocks, rebrands, soft numbers, and the hype gaps that erode trust and margins. • single-game venue ceiling and brand rigidity • staff-led guest education as growth lever • China tech restrictions and chip supply exposure • Topgolf softness a...
The Stinger Report #1247 - The Hyperscape Reality – Part 2
LBX Collective
14 minutes
1 month ago
The Stinger Report #1247 - The Hyperscape Reality – Part 2
Leading investors should note a shifting landscape in XR, with Samsung advancing a high-priced MR headset targeting prosumers, alongside AR glasses leveraging Qualcomm and Google tech. Consumer VR faces slowdown, with delays and uncertain releases for Valve’s Deckard and Pimax’s headset, amid waning interest from AAA studios. Conversely, the location-based entertainment (LBE) sector is invigorating, exemplified by new immersive rides, strategic retail expansions, and a dedicated XR LBE hub at...
LBX Collective
Sponsored by Intercard! Sponsored by Alan-1! On this week's episode of Sound Off, we track competitive socializing’s growing pains, from single-attraction brand traps to the staffing and education needed to earn repeat visits. Then we zoom out to supply shocks, rebrands, soft numbers, and the hype gaps that erode trust and margins. • single-game venue ceiling and brand rigidity • staff-led guest education as growth lever • China tech restrictions and chip supply exposure • Topgolf softness a...
