Virtual Reality

The Benefits of Bubbles

Wednesday, November 5, 2025

We are in an AI Bubble: the big question is if this bubble will be worth it for the physical infrastructure and coordinated innovation that result?

Meta Vibes, Good Vibes, Vibes Vision

Monday, September 29, 2025

Listen to Podcast

The Internet hates Vibes, MetaAI’s new AI video feed, but I find it compelling and a fascinating look at a VR future.

Paradigm Shifts and the Winner’s Curse

Wednesday, August 6, 2025

Listen to Podcast

Watch on YouTube

When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon

Anduril + Meta, Silicon Valley and the Pentagon, Meta’s Motivations

Wednesday, June 4, 2025

Listen to Podcast

Meta made a deal with Anduril to develop headsets for the military; does Reality Labs finally have a customer that will justify the investment?

An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference

Thursday, May 15, 2025

Listen to Podcast

An interview with Ben Thompson about AI and Big Tech.

An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media

Thursday, May 1, 2025

Listen to Podcast

An interview with Meta CEO Mark Zuckerberg about Llama and the AI opportunity, the evolution of social medial, and what it means to connect.

An Interview with Matthew Ball About the Gaming Slump

Friday, January 31, 2025

Listen to Podcast

An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects.

Meta’s AI Abundance

Tuesday, October 29, 2024

Listen to Podcast

Watch on YouTube

Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.

An Interview with Hugo Barra About Orion and Meta’s AR Strategy

Thursday, October 17, 2024

Listen to Podcast

An interview with Hugo Barra about Meta’s XR strategy, including where augmented reality fits in the history of computing, what AR apps will look like, and the evolution of hardware, including Orion.

More on Orion, Where Vision Pro Went Wrong, Apple’s Response and Meta’s Motivation

Monday, September 30, 2024

Listen to Podcast

Breaking down the Orion demo, how it exposed the problems with the Vision Pro, and where Apple and Meta go next.

(Preview) Xi Jinping Thought on Domestic Demand; Political Economy vs. the Actual Economy; The Stories of the Year and Questions for 2026

The Benefits of Bubbles

Paradigm Shifts and the Winner’s Curse

Anduril + Meta, Silicon Valley and the Pentagon, Meta’s Motivations

An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference

An Interview with Matthew Ball About the Gaming Slump

An Interview with Hugo Barra About Orion and Meta’s AR Strategy

More on Orion, Where Vision Pro Went Wrong, Apple’s Response and Meta’s Motivation

(Preview) Xi Jinping Thought on Domestic Demand; Political Economy vs. the Actual Economy; The Stories of the Year and Questions for 2026

Roomba and Regulation

Wemby Steals the Show at the NBA Cup, America’s Team on Tuesday Night, Is OKC Preventing a Giannis Trade?

ChatGPT Image 1.5; Apple v. Epic, Continued; Holiday Schedule

An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy

Disney and OpenAI, Totems in an AI World, Google Versus the World

(Preview) Xi Jinping Thought on Domestic Demand; Political Economy vs. the Actual Economy; The Stories of the Year and Questions for 2026

Roomba and Regulation

Wemby Steals the Show at the NBA Cup, America’s Team on Tuesday Night, Is OKC Preventing a Giannis Trade?

An Interview with Rivian CEO RJ Scaringe About Building a Car Company and Autonomy

An Interview with Ryan Jones About Flighty and Building Apps in 2025

An Emergency Interview with Michael Nathanson About Netflix’s Acquisition of Warner Bros.