More on why Facebook is well placed for the Metaverse opportunity, and an interview with Matthew Ball about the Metaverse.
Metaverses
The Metaverse of Snow Crash is not a good analogy for the future, as the Internet breaks down into Stephenson’s dystopia
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.
Facebook Earnings; ATT’s Impact; COVID, VR/AR, and Optionality
Facebook’s earning show why it is relatively well-placed to capitalize on ATT.
The Roblox Microverse
Roblox is something new and interesting that abstracts away the platforms underneath it.
Facebook Buys Beat Saber, Capital and Copyright, The Oculus Conundrum
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.