An interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella about partnering in the Metaverse
Facebook Earnings, Investor Trust, Facebook Reality Labs
Facebook’s earning seemed bad, but investors responded well, thanks to the trust that Facebook has developed over the years, and demonstrated this quarter.
Enterprise Metaverses, Horizon Workrooms, Workrooms’ Facebook Problem
Virtual reality may be more compelling in the enterprise than the consumer space; Facebook’s new product shows why — if it can overcome the Facebook factor
Facebook Earnings; ATT’s Impact; COVID, VR/AR, and Optionality
Facebook’s earning show why it is relatively well-placed to capitalize on ATT.
Facebook Acquires CTRL-Labs, Acquisitions and Value, The Portal and Facebook’s Reputation
Facebook is acquiring CTRL-Labs, a computer-neural interface that is potentially a great fit with Oculus. At this point, though, is Facebook’s involvement in this new technology value-destructive?
The AWS Question, Facebook and Unity, HoloLens 2
How Amazon’s success with AWS make sense in the context of The Value Chain Constraint, and why Oculus and Facebook do not. Plus, why Microsoft’s approach to HoloLens 2 makes sense.
Facebook and Virtual Reality Follow-up, Tim Cook’s Speech on Privacy, What About China?
More on Facebook, virtual and augmented reality, and it’s long-term strategic play. Then, Tim Cook gave a remarkable speech on privacy; how much does Apple’s stance matter?
The Problem with Facebook and Virtual Reality
Virtual reality has always been destined to be less important than augmented reality, and Facebook taking a stake has never made much sense.
Oculus Founder Leaves, Oculus’ Products, Facebook and Oculus’ Inevitable Conflict
A quick update on the Bloomberg chip story, then another founder whose company was acquired is leaving Facebook. This may be a smoother exit on the surface, but the conflicts are likely more substantive.
Oculus Connect 4, Russian Ads and the Law, Trump and Facebook
Mark Zuckerberg’s keynote at Oculus 4 gave the clearest indication yet why Facebook might be interested in Virtual Reality. Then, Trump challenges the first amendment, so why are folks eager for regulation of content? Plus, Facebook isn’t trustworthy either.