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The LBX Show #92 - Rerun: Annual Predictions Episode 2026!
Sound Off #108 – Meta’s VR Retreat, Genda’s M&A strategy, and more!
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Sponsored by Intercard!
Sponsored by Alan-1!
On this week’s show we weigh Meta’s VR retreat against the strength of premium, social LBE VR, then follow the money through rebrands, mergers, and a wave of manufacturers turning operator. Along the way we call out hard lessons on platform risk, event-led activations, and how edutainment sustains repeat visits.
• Meta reduces VR spend, LBE VR value remains distinct
• Risks of building on consumer headsets and walled gardens
• Amazon Go’s closure and pragmatic automation for venues
• Merlin’s new branding and strategy signal watching
• Manufacturers entering operations for recurring revenue
• Genda’s layered acquisitions and market impact
• Phantom Peak expansion and season-driven loyalty
• Competitive socializing formats and funding momentum
• Atari hotel pullback in Vegas, IP applied to scalable formats
• Airports adding arcades and the upkeep reality
• Virtuix Omni’s Nasdaq listing and LBE implications
• Pop-up Toca Social sports bays ahead of the 2026 World Cup
• Shuffleboard tech clarification and Shuffly launches
• Amusement Expo session on social entertainment’s impact
• AWE presence urged for LBE XR operators
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The LBX Collective aims to inform and educate, create opportunities to connect with industry peers, and to spur collaboration, discourse, and cross-pollination of ideas in the location-based entertainment and experience industry.
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