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.
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.
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.
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?
Virtual reality has always been destined to be less important than augmented reality, and Facebook taking a stake has never made much sense.
Google announced ARCore, which is basically copying ARKit (and abandoning Project Tango). The company that stands to benefit the most from the news is actually Apple.
Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.
Apple had several announcements that were relatively boring from a product perspective but very interesting when it comes to strategy. Plus, its new “Clips” app may point to new products in the future.
Pokémon Go is a phenomena. What matters, though, is what it says about Nintendo and the way it might approach mobile going forward. Plus, what makes a good product, and why the augmented reality hype is both overblown yet justified.
I continue to think that CES is getting more interesting, thanks to the maturation of the smartphone. Then, the differences between augmented and virtual reality, and how that explains the resilience of video games.