Spatial Signal - July 25th, 2025

🥽 Immersed Raises $3M Before Round Closes on July 30th

It’s confirmed that Immersed’s lightweight 4K-per-eye Visor was released to many customers with an early Qualcomm operating system. Still, industry insiders are speculating that Visor’s full launch has been pushed to coincide with the highly anticipated release of Google’s Android XR, ensuring operating system compatibility and peak performance from day one.

Meanwhile, initial Curator AI beta testers have shared that the AI assistant’s capabilities are very promising, citing dramatic improvements in spatial workflows and creative productivity.

All of this follows Immersed closing an oversubscribed extension to its Reg CF campaigns, securing the first of an additional $3 million to scale production and software development for Visor, in addition to Curator AI development.

• Immersed secured $3 million so far. Round closes on July 30th: invest.immersed.com

• Alignment with Android XR’s debut is designed to deliver a seamless out‑of‑the‑box experience.

• Beta feedback describes Curator AI as “a true paradigm shift in spatial computing.”

• Capital will fuel Pegatron‑enabled production scale‑up and the expansion of firmware and AI engineering teams.

Those interested can buy shares in Immersed until July 30, after which investing at the current valuation will close, marking the final window before terms adjust.

🐉 Qualcomm Drives Spatial Computing Growth in India

Qualcomm is making a significant push into the Indian market with its Snapdragon-powered smart glasses and AI breakthroughs, showcased at its XR Day event. This move signals Qualcomm's strategic focus on spatial computing, aiming to expand adoption and innovation in augmented reality (AR) and AI wearables. The event highlighted multiple use cases and partnerships, positioning Qualcomm as a key player in the emerging AR ecosystem. This expansion could accelerate spatial computing growth in India, creating new market opportunities for investors and developers alike.

• Snapdragon-powered smart glasses unveiled with advanced AI features.

• Focused on real-world spatial computing applications and partnerships.

• India is identified as a high-growth market for AR and AI wearables.

Qualcomm’s initiative reflects the broader industry trend toward integrating AI and spatial computing into consumer devices, potentially reshaping tech adoption patterns in emerging markets. Investors should watch Qualcomm’s progress closely as it could drive new revenue streams and influence competitive dynamics in the AR space.

🇺🇸 Trump’s AI Policies Aim to Cut Red Tape, Stir Controversy

President Trump unveiled a new AI Action Plan focused on reducing regulatory barriers and addressing alleged partisan bias in AI development and deployment. While aiming to accelerate innovation by simplifying rules, the plan has sparked debate over its effectiveness and potential cultural impacts on tech companies. The policies emphasize deregulation but have been criticized for lacking a clear vision on ethical AI governance and inclusivity.

• Plan targets regulatory simplification and bias reduction in AI.

• Sparks culture war tensions around big tech and AI oversight.

• Uncertainty remains on the long-term implications for AI industry growth

Investors should monitor how these policies influence AI startups and large tech firms, as regulatory shifts can affect market dynamics, funding flows, and public perception. The controversy may also impact tech valuations and strategic planning in the AI sector.

📈 Figma IPO Could Value Design Software Maker at $16 Billion

Figma, the popular collaborative design software company, is preparing for an initial public offering (IPO) that could value the company at approximately $16 billion. The IPO is seen as a bellwether for the broader tech market, reflecting strong investor interest in SaaS platforms that enable remote collaboration and creative workflows. Figma’s growth trajectory and market position make it a compelling opportunity for investors looking to capitalize on the expanding digital design and productivity software sector.
Investors should watch Figma’s public debut closely as it may influence valuations and funding dynamics for similar SaaS companies. The company’s success could validate investor appetite for productivity and design-centric software in a hybrid work environment.

Did You Know? India’s AR/VR market is forecast to surpass $10 billion by 2026, making it one of the fastest‑growing spatial‑computing regions globally.

Till next time,

Spatial Signal