The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms
Musk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok
Notes on Elon Musk’s Twitter bid, why Facebook’s AR efforts may be too early, and an interview with Head of Instagram Adam Mosseri about creators, blockchains, and TikTok
DALL-E, the Metaverse, and Zero Marginal Content
Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.
NPM Sabotage, Convenience Matters, Moxie Marlinspike on Web3
The sabotage of a Node.js package shows both the danger of supply chain attacks and the allure of convenience; this is a lesson being learned by Web3.
The Great Bifurcation
Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world.
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.
Nvidia’s GTC Keynote, The Nvidia Stack, The Omniverse
Nvidia’s can ship so many new things because it is building on a common foundation; then, Nvidia’s Omniverse gives another way of thinking about the Metaverse.
Metaverse Follow-up, Apple Denied Stay in Epic Case, Google Loses EU Shopping Case Appeal
Metaverse follow-up, and then both Apple and Google lose in court
Microsoft and the Metaverse
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity
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.