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Chronicles

The story behind the story

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Niantic launches Lightship, a platform to build “real-world metaverse” AR iOS and Android apps, and commits $20M to fund companies building AR apps

The maker of Pokémon Go wants to power future AR glasses.  —  Niantic is releasing a platform for building what it calls “real-world metaverse” apps.

The Verge Alex Heath

Context & Ripple Effects

Lightship extends Niantic’s long-running effort to turn technology developed around Pokémon Go into a developer offering, following its earlier plan to open its underlying AR platform and its use of Apple’s ARKit tools in Pokémon Go.

The launch pairs software access with $20 million in developer funding, making it a bid to seed an app ecosystem rather than merely publish internal AR capabilities. Subsequent coverage of a Visual Positioning System for location-aware AR shows the platform direction centered on understanding physical places.

First-order effects

  • AR developers can build Lightship-based apps for both iOS and Android, while qualifying companies gain a new $20 million funding pool tied to AR app development.
  • Niantic shifts from relying solely on Pokémon Go and its own game releases to courting third-party developers as users of its AR tooling.

Second-order effects

  • Apple’s ARKit becomes one input into a cross-platform developer proposition, giving teams an incentive to build location-based AR experiences that are not confined to a single mobile operating system.
  • The funding commitment lowers the initial financing barrier for developers choosing Niantic’s stack, tying early app experimentation more closely to Lightship’s tools and platform roadmap.

Third-order effects

  • If third-party apps gain traction, Niantic can evolve from a game maker with proprietary AR technology into a provider of perception infrastructure, where maps and location awareness are shared platform assets.
  • The later move toward a Visual Positioning System points to competition in AR shifting from individual app features toward the infrastructure that reliably anchors digital content to real-world locations.

The trend: Mobile AR is moving from flagship game features toward cross-platform developer infrastructure built around persistent, location-aware understanding of the physical world.

Discussion

  • @msquinn Megan Quinn on x
    Today we @NianticLabs are launching the world's first & only scaled AR platform: @LightshipAR. We're so confident in the power of Lightship to build transformative AR companies across industries that we're also launching a $20M fund to back entrepreneurs. https://nianticlabs.com/…
  • @arainert @arainert on x
    I'm so happy to see @johnhanke and @NianticLabs's momentum and vision for an Augmented Metaverse, rather than a Virtual one, that reflects some thought and understanding of the human condition. https://www.wired.com/... https://twitter.com/...
  • @basti Bastian Lehmann on x
    I wish I would have known @johnhanke not just a few but many years ago. I would have gone to work for him in a heartbeat. He has the best CEO trait there is. He is fundamentally curious. https://www.wired.com/...
  • @stevenlevy Steven Levy on x
    John Hanke, CEO of @niantic explains why he doesn't want to do meetings “Meta”-style, in fake Tahiti settings. HIS metaverse will be geo-based AR. With fresh air. https://www.wired.com/...
  • @yoda Drew Olanoff on x
    oh hey, technology in the hands of actual empathetic human beings https://www.wired.com/...
  • @nickstatt Nick Statt on x
    Niantic, like every tech / gaming co, has an opinion on the metaverse. But instead of meetings in VR, it's a vision for how the Pokémon Go creator imagines AR will be used in shared spaces and outside. Understnadably, it's a lot less dystopian sounding. https://www.protocol.com/.…
  • @cyantist @cyantist on x
    I love Niantic and this is so exciting. The team has worked so hard for this day to happen. Congrats team!!!!! https://twitter.com/...
  • @ameliakallman Amelia Kallman on x
    Breaking: @NianticLabs introduced #Lightship, a platform to build #interoperable #AR #metaverse apps. Unlike a #VR metaverse (championed by @Meta), this will let us stay engaged w-the physical world while still engaging w-digital content. #XR https://www.theverge.com/... via @Ver…
  • @alexcox AleXr CoXr on x
    If I'm drinking any kook-aid, it's Niantic's. https://twitter.com/...
  • @stevekovach Steve Kovach on x
    “Metaverse” has lost all meaning. This is just the same AR stuff we've been seeing for years from Niantic, Snap, Apple, etc. https://twitter.com/...
  • @kevinmarks Kevin Marks on x
    Real World Metaverse is the new catchphrase I see https://twitter.com/...
  • @technacity Abner Li on x
    how many location-based AR games can exist/be viable? * Ingress was popular because it was 1st * PoGo had IP I feel like success comes down to IP (though HP one failed). There will be more novel interaction methods to come, but 1st party will always get force & popularize, no?
  • @alexeheath Alex Heath on x
    talked to @johnhanke about Niantic's goal to become an AR platform for other apps https://twitter.com/...
  • @msquinn Megan Quinn on x
    We are excited to launch @LightshipAR with so amazing partners like Coachella, Warner Music, the PGA, Royal Historic Palaces & more. We have another dozen partners building on Lightship that we will announce at intervals over the next six months. There is so much to come.
  • @scobleizer @scobleizer on x
    Huge for the metaverse future I dream about for my kids. https://twitter.com/...