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.
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.
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.
Google’s I/O was exactly what you would expect from Google, and that’s a great sign for the company.
Workplace by Facebook is very compelling, but success will require full-on commitment from both Facebook and adopting companies. Plus, if Facebook is serious about enterprise they should buy Okta, and why Mark Zuckerberg’s vision for VR makes me uneasy.
The Oculus Rift officially launches today, and will be followed soon by the HTC Vive and the Sony PlayStation VR. I’m optimistic about virtual reality, but I still don’t understand why Facebook is involved: the company should learn from Google and Android.
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.
Good morning, I apologize that this Daily Update is late; I’m actually posting from San Francisco, having just arrived on an overnight flight from Taipei. I’ll be up and down the West Coast for the next week, and plan on attending the Apple Watch event next Monday, so Daily Updates may be a bit irregular. […]