Unity’s acquisition of Weta digital makes sense for both sides, and positions Unity to be an essential platform for tech’s future.
Unity Buys Weta Digital, An Interview with Unity CEO John Riccitiello
The Weta acquisition, Unity’s ambitions, their advertising business and relationship with Apple, and why Riccitiello thinks my understanding of the metaverse isn’t quite right.
Microsoft and the Metaverse
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity
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.
Sequoia Productive Capital
Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital
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.
Snap Earnings, Attribution and Targeting, The Supply Chain
Snap’s earnings show how the inability to measure attribution makes it hard to target ads; the big question is what this means for Facebook.
MLB Versus Sinclair, What Happened to Sinclair, The Problem for Sports Leagues
The Internet has uniquely impacted regional sports networks, thanks to the reality of free distribution. Sports leagues will need to adapt.