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  1. Spatial computing technologies pioneered in VR, such as SLAM and depth sensing, are becoming foundational components for robotics and physical AI. Firms investing in AR/VR gain a competitive moat in autonomous systems.

    Impact: Organizations with spatial computing expertise can pivot into high-value robotics markets, leveraging existing sensor fusion and environmental mapping capabilities.

    — from Hardware Renaissance: AI, Robotics, and Supply Chain Strategy · Lenny's Podcast: Product | Growth | Career· May 17, 2026