Metaverse follow-up, and then both Apple and Google lose in court
Ben Thompson
Microsoft and the Metaverse
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity
Google’s South Korea Plan, No Duty to Deal, Developer Versus Customer Choice
Google’s response the South Korean App Store law, what that says about platform IP rights, and why markets should decide App Store policies.
An Interview with Eric Seufert about the Impact of ATT
An interview with Eric Seufert about the impact of ATT and the future of advertising, Apple, and Facebook.
Zillow Shuts Down Offers; Where Zillow Went Wrong; Reflecting on Zillow, Aggregation, and Integration
Zillow is ending Zillow Offers; where did the company go wrong, and what my initial analysis got right, and what I missed.
Adobe Max, Photoshop on the Web, Photoshop and NFTs
Adobe Max suggested that Adobe is finally starting to build its products as a service, not just selling them that way. Plus, Photoshop on the Web leans into Photoshop’s complexity, and Photoshop’s NFT authenticity feature is compelling.
About the Interview, The Metaverse and VR, Why Not a Startup?
How I approached the interview with Zuckerberg, why the metaverse is really about VR, and then a discussion of Facebook’s competitors.
[FREE] An Interview with Mark Zuckerberg about the Metaverse
An Interview with Mark Zuckerberg about the Metaverse
Meta
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
Sequoia Productive Capital
Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital