Re: USDZ being overkill as delivery format. Apple built a mobile OS on OSX and released Aqua years before it was as snappy as Classic. I think they like big paws on their platform puppies. And have deep faith in their hardware catching up.
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Interesting side note: H.264 may be the best example of a delivery format that eventually became an exchange format once editing software gained the hardware support to handle interframe compression as well as intraframe compression
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Note, too, that the value of h.264 as an exchange format remains limited to the (admittedly massive) low and mid-tiers. At the high end of acquisition (i.e., digital cinema e.g., RED) it's intraframe all the way.
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In a generally low-power environment, where resources for authoring and playback are both tightly constrained, a sharp distinction between exchange formats for production and delivery formats is mandatory (i.e., not a great scenario for USDZ to be an overall standard)
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In a highly asymmetrical environment, where authoring systems are powerful but playback systems aren't, authoring can work with exchange or delivery formats, while playback can't. This is where glTF makes the most sense.
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In a generally high-power environment, where playback is capable enough to accommodate the inefficiencies of exchange formats, authoring is rarely content with the limits of delivery formats, and reverts to exchange formats. This is one scenario where a USDZ standard makes sense.
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And in a scenario where authoring resources are relatively constrained, but playback systems powerful, there's no particular need for delivery formats. Everything is, in effect, a part of the same production environment. USDZ is just fine here.
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Notably, this is slightly different from where we are with the iPhone, where a single device can be used to edit and share remarkably high quality video. Here, devices are so powerful relative to the task that editing with a delivery format is fine...
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...and that's great, because sharing video is still a highly resource-constrained task due to ubiquity of not-so-high speed broadband. In this case, using a delivery format (h.264) for everything is

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The fact that Apple chose an exchange format as a standard suggests that they don't see AR working the same way a video. This, in turns, suggests a lot about how they do see AR working.
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1. They don't see broadband as a huge constraint, either because they expect symmetrical >100 gbps connections to be ubiquitous in the near future (ha), or because it's not a big part of their plans in general.
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Instead, they see most multi-player applications working with local information, shared locally, either via wi-fi or a proprietary protocol like the variation on Bluetooth that makes the AirPods "just work".
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This would be very Apple for a lot of reasons, with user-experience and security at the top of the list. It would also fit squarely with the nicer garden / higher walls trajectory that seemed like the major undercurrent from yesterday's announcements.
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2. Selecting an exchange format as the standard for this environment also makes sense if - like video on the iPhone - authoring and playback are happening on the same devices, or devices with roughly similar capabilities in terms of raw power...
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...but *not* on devices that have anything close to the overhead that iPhones do with regard to encoding and editing h.264. In a scenario where form factors are limited to, say, a pair of glasses and a watch, the biggest constraint is authoring.
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In this case, authoring and editing with a distribution format, as the iPhone does with h.264 video, seems profligate. Far better to base everything on an exchange format, which carries a more manageable set of inefficiencies...
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...and know that this will leave you with a playback system that's more than capable of delivering smoothly in a peer-to-peer environment, while maintaining the overhead to handle material produced by higher-powered authoring pipelines targeting very capable playback devices.
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Again, nicer gardens surrounded by higher walls and limited concern with what's happening outside them, aside from being generally disapproving.pic.twitter.com/Y18WqZijGk
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