Facebook has bought Beat Games, a company of the future, and not just because they made a game for VR. Then, why it is the old world that needs capital, and why Oculus is still confusing strategically.
Beachheads and Obstacles
Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.
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?
Snap Earnings, Notes and Concerns, DoorDash and Tipping
Snap’s earnings were impressive, including the most valuable AR application of all time, but the company still needs to show it can earn advertisers broadly. Then, DoorDash responds to pressure from the demand side.
The Snap Partner Summit, Snap’s Announcements, Vision Versus Execution
Snap’s announcements at its Partner Summit signaled a new strategy that makes a lot of sense. The company, though, needs to show that it can execute.
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.