Show Notes on Part 2

Karl Guttag writes a popular technology blog at kguttag.com where he dissects optics and display systems, including the efforts of Magic Leap. In this, the second of three parts of our conversation, Karl and I get into the details and tradeoffs of display technologies used in smartglasses. (For more on Karl, check out the previous episode.)

This episode is almost a masterclass in microdisplays.

In several years, you’re not going to care about the nitty gritty details of microdisplays. But if you are making decisions dependent on the timing and growth rate of consumer-grade AR smartglasses, you should care. The biggest barrier – the most important missing ingredient – to consumer-grade smartglasses is the display. Based on the technology available today, there is NO WAY Apple ships smartglasses in 2020. Karl estimates it’s going to take 5+ years for the display systems to be good enough. You’ll make better decisions about where and when to invest if you understand where the false promises are, where the real hope lies, and why it’s so hard.

This is the third and final part of my conversation with Karl Guttag. Karl writes a popular technology blog at kguttag.com where he dissects optics and display systems, including the efforts of Magic Leap.  (For more on Karl’s background, the history of early computing, and a deep dive in micro display technology, check out the previous two episodes.)

In this conversation, Karl talks about how hard it is to create compact, Ray-Ban-inspired smartglasses, especially at an affordable price. Karl describes the micro LED microdisplay as a missing, but necessary, ingredient for smartglasses – similar to the importance of transistors to computers. While we had vacuum tubes, they weren’t good enough to deliver computers on every desk or in every pocket. We needed the innovation of transistors to make that transition,  just as we need micro LED microdisplays and better combiner optics for smartglasses today.