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The Garage That Sold Google Cardboard, Then Sold America Its Whole VR Stack
A bootstrapped LA outfit began by folding cardboard goggles in a garage. A decade and 10,000-plus headsets later, it sells the whole spatial-computing stack to hospitals, factories and defense labs.
The Company That Built a Drug-Free Trip You Can Buy on the App Store
A game-industry executive turned a lifelong meditation habit into the first mindfulness app on the Meta Quest. Now TRIPP is betting an AI guide named Kōkua can follow you off the headset and into your pocket.
Aura
Aura is an AI agent for game development built by Ramen VR, the San Francisco studio behind the VR MMO Zenith: The Last City. Purpose-built for Unreal Engine and Unity, Aura turns written ideas into Blueprints, C++ and C# code, generates 3D assets, and automates repetitive tasks so professional developers can ship games faster. Its multi-agent system - including the Telos Blueprint agent and specialized verification and material agents - understands a studio's existing codebase and works within the engine editor. Ramen VR raised more than $45M (Series B led by Anthos and Dune) and pivoted from VR gaming to XR + AI developer tooling.
DigiLens Inc.
DigiLens is a Silicon Valley optics company that designs, manufactures, and licenses holographic waveguide displays - the transparent, printed lenses that let augmented reality smartglasses overlay digital information onto the real world. Founded in 2003 as SBG Labs around a switchable Bragg grating technology, the company pairs its proprietary CrystalClear photopolymer with an inkjet-printing and holographic contact-copy process it argues can scale AR optics to consumer price points. Alongside licensing its optics to manufacturers, DigiLens builds ARGO, a standalone AR/XR smartglasses platform aimed at enterprise and industrial workers, and counts Samsung, Sony, Continental, and Niantic among its investors.
Quintar, Inc.
Quintar is a Santa Clara-based extended reality company building a device-agnostic spatial XR platform that turns physical venues into digitally enhanced 'Quintar Places.' Its patented Q.reality platform combines a Spatial Visual Positioning System with True Spatial Video to overlay real-time, data-driven content on live sports and other events. Quintar is the official mobile AR and XR developer of the PGA TOUR and built PGA TOUR Vision, the first professional golf application for Apple Vision Pro. Founded in 2021 by former Intel CTO Dr. Sankar (Jay) Jayaram and Dr. Jeff Jonas, the company has raised roughly $11 million, including an $8.2 million Series A in 2024.
Tripo AI
Tripo AI, built by the startup VAST, is a generative-AI platform that turns text prompts and images into production-ready 3D models in seconds. Its Tripo Studio app and REST API cover the full 3D pipeline - generation, texturing, rigging, retopology, segmentation and stylization - and are used by more than 6.5 million creators and roughly 90,000 developers. Founded in 2023 by former MiniMax co-founder Simon Song, the company is pushing from single 3D assets toward interactive, persistent 'world models' and has raised close to $400 million from backers including Alibaba and Baidu Ventures.
Xvisio Technology Corporation
Xvisio Technology Corporation is a Silicon Valley-founded spatial computing company building the visual SLAM engines, sensor-fusion modules, and mixed-reality hardware that let machines and headsets understand where they are in physical space. Its SeerSense modules and SeerLens MR glasses - built on a low-latency VPU pipeline it calls SlimEdge XR - power 6DoF tracking, depth sensing, and on-device AI inferencing for AR headsets, robots, and industrial devices across healthcare, manufacturing, education, and logistics.
Tesseract
Tesseract (Jio Tesseract) is an MIT Media Lab spin-off and Jio Platforms/Reliance Industries subsidiary building India's mixed reality stack: consumer devices like the JioDive VR headset (Rs 1,299), JioGlass smart glasses, and JioFrames AI glasses, plus enterprise XR platforms for training and remote assistance. Founded in 2015 by Kshitij Marwah, acquired 92.7% by Reliance in May 2019, it calls itself India's biggest XR and AI company, reaching 50+ million consumers and 50+ enterprise clients.
Windup Minds
Windup Minds is a Seattle-based, remote-first independent game studio building the next generation of virtual pets for virtual and mixed reality. Founded in 2023 by a crew of veterans from Oculus, EA, Microsoft and Bungie, the studio's debut, Stay: Forever Home, drops a magical companion named Ember into your living room via Meta Quest passthrough - a pet you feed, play with, and grow attached to. The bet: VR and MR are the only mediums that can make a digital creature feel genuinely, instinctively real.