Also, just an FYI but Meta (nee Facebook) is doing the hard-press on LinkedIn for engineers with streaming experience specifically looking for AR/VR video streaming. How do you fit into that eco-system? Video is powerful because it is everywhere ... on Reddit, in my Facebook feed, on Instagram not to mention YouTube. It took a while for that to happen - but is there an on-ramp to similar services in your roadmap?
I've played a bit with 3d video, even bought a VR 180 camera. You mention one deficiency of VR 360 you sought to solve was that it lacked in degrees of freedom. My own experience was that VR 180 was significantly more interesting. I honestly don't want to swivel my head around much when consuming content and VR 180 at least keeps the majority of the action right in front of me. It feels more appropriate in many ways for many purposes, including a Zoom like VR conferencing setup. I would assume it uses less data as well which seems like a win.
Finally, AR feels like such an interesting area in this space. Do your formats include any kind of objects/meshes/shaders/etc? Now that I think about it, I'm even more interested in 3d spacial audio. Do either of these figure into your offering?