Augmented Reality
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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.
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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
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Microsoft and the Metaverse
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity
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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.
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An Interview with Mark Zuckerberg about the Metaverse
An Interview with Mark Zuckerberg about the Metaverse
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Meta
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
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Facebook Earnings, Investor Trust, Facebook Reality Labs
Facebook’s earning seemed bad, but investors responded well, thanks to the trust that Facebook has developed over the years, and demonstrated this quarter.
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Enterprise Metaverses, Horizon Workrooms, Workrooms’ Facebook Problem
Virtual reality may be more compelling in the enterprise than the consumer space; Facebook’s new product shows why — if it can overcome the Facebook factor
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Snap Partner Summit, Spectacles AR, Scan and Minis
Snap’s Partner Summits continue to provide compelling looks into what Snap is building today, and how it connects to the future.
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Facebook Earnings; ATT’s Impact; COVID, VR/AR, and Optionality
Facebook’s earning show why it is relatively well-placed to capitalize on ATT.