apple just bought a german company called metaio. tell us what apple wants to do with the company.aha: all ar companies i have seen over the years have been from europe for some reason. so i don't know what is in the water in europe that is causing them to want augmented reality. brad: you don't think it is a big opportunity? maha: it is. apple is smart because they know they will drive this shift if there is one. a lot of the ar companies we have seen have been in the gaming sector where they have been in location-based services. without that support of a big platform distribution, they have all fallen flat. if they are going to take shape and take hold, it will have to be driven by some sort of big brother like apple. brad: gene, i was surprised to see that you think ar lags vr, but ultimately it is the bigger opportunity. why? gene: it is the blending of the virtual and the real world. there are applications of the amount of data that we see every day, the amount of information that our eyes pick up, and there is data that can be overlaid with that that can create new experience