Metaverse follow-up, and then both Apple and Google lose in court
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity
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 and the future of advertising, Apple, and Facebook.
Zillow is ending Zillow Offers; where did the company go wrong, and what my initial analysis got right, and what I missed.
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.
How I approached the interview with Zuckerberg, why the metaverse is really about VR, and then a discussion of Facebook’s competitors.
An Interview with Mark Zuckerberg about the Metaverse
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital