Thin Platforms

The Microsoft and Stripe developer keynotes were both examples of the rise of Thin Platforms

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.

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.

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.

Microsoft and the Metaverse

Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity