DiscoverLBX CollectiveSound Off #98 - Oncoming Headwinds, XR Gaps, Cinema's Decline, & more!
Sound Off #98 - Oncoming Headwinds, XR Gaps, Cinema's Decline, & more!

Sound Off #98 - Oncoming Headwinds, XR Gaps, Cinema's Decline, & more!

Update: 2025-11-11
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On this week's episode of Sound Off, we challenge the hype around mixed reality and debate where tactile, social play still wins. Consolidation, IP land grabs, cinema’s cultural shift, and the rise of premium watch-party venues shape the next year for amusement and location-based entertainment.

• Mixed Reality’s latency gaps versus laser tag’s instant feedback
• Genda’s acquisitions, China footprint, and supply chain strategy
• Oxygen absorbs Ninja Warrior UK sites and expands active play
• Travel disruptions and macro headwinds for LBE operators
• Theme park and dining brands pruning to profitable cores
• Cinemas lose ground as Cosm scales communal sports viewing
• Stealth social concepts, multi-activity mixes, and guest flow
• Cyberpunk, Nerf, Pokémon, Fall Guys push IP into amusements
• Sega, LAI, and linked-play attractions for repeat visits
• Retro bar-tops at home and venue opportunities missed
• Risk alerts: stranded EV fleets and teleoperated “AI” robots
• AI legal pressures over training data and market realism

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Sound Off #98 - Oncoming Headwinds, XR Gaps, Cinema's Decline, & more!

Sound Off #98 - Oncoming Headwinds, XR Gaps, Cinema's Decline, & more!

Brandon Willey