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.
An Interview with Mark Zuckerberg about the Metaverse
An Interview with Mark Zuckerberg about the Metaverse
Sequoia Productive Capital
Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital
Technological Revolutions Follow-up, Crypto and Cheap Energy, The Stratechery 2+ Schedule
The current technological revolution is probably still in deployment, not mature; cypto, meanwhile, is waiting on a key input. Then, the Stratechery publishing schedule is undergoing a big change.
The Death and Birth of Technological Revolutions
Carlota Perez documents technological revolutions, and thinks we’re in the middle of the current one; what, though, if we are nearing its maturation? Is crypto next?
Tech Epochs Follow-Up, Coinbase Versus the SEC, Coinbase’s Epoch
More on tech epochs, including why Coinbase’s regulatory battles — which it will likely lose — are evidence it is an app-platform, the opposite of crypto’s decentralization promise.