Virtual Reality

Apple and AI, Lobotomized Lovers, XR Companions

Tuesday, March 21, 2023

Apple’s biggest AI opportunities likely lie in local models, but that raises questions about the degree to which Apple will allow truly open experiences.

Meta and the Quest Pro; Meta and VR as Console; Microsoft, Activision, and the EU

Monday, March 6, 2023

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Mets seems to be abandoning the Quest Pro. Meanwhile, is the Quest for gaming? That the question isn’t clear — nor the answer — gets to they VR and AR remain questionable investments.

An Interview with Matthew Ball About Disney, Streaming, and the Metaverse

Thursday, February 16, 2023

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An Interview with Matthew Ball Disney and Bob Iger’s return, the future of ESPN, Netflix’s resurgent position, and the trouble facing the rest of the TV industry. Plus, why the Metaverse isn’t here, and what Apple’s headset may look like.

Tech Layoffs, Big Tech’s Hiring Rates, Microsoft’s VR Layoffs

Tuesday, January 24, 2023

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Tech’s layoffs are popularly thought to be because of over-hiring during the pandemic, but in fact there isn’t much evidence that tech over-hired based on past rates. Then, Microsoft still has a metaverse strategy, it just doesn’t involve hardware.

An Interview with Midjourney Founder David Holz about Generative AI, VR, and Silicon Valley

Thursday, November 10, 2022

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An interview with Midjourney founder and CEO David Holz about his journey to Silicon Valley, his work on Leap Motion and VR, and the creation, business, and underlying technology of Midjourney and generative AI.

Meta Meets Microsoft

Wednesday, October 12, 2022

Meta’s new hardware is more impressive than expected, and the Microsoft partnership makes a lot of sense. The question is if Meta will capture enough value to outweigh their costs.

An Interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella About Partnering in the Metaverse

Wednesday, October 12, 2022

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An interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella about partnering in the Metaverse

An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud

Thursday, September 22, 2022

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An interview with Nvidia CEO Jensen Huang about his GTC keynote, the Ada Lovelace GPU, the companies shift into cloud services, its challenging last few quarters, President Biden’s China ban, and more.

An Interview With The Metaverse Author Matthew Ball

Thursday, June 30, 2022

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An interview with “The Metaverse” author Matthew Ball about Metaverse timing, challenges, and Netflix’s content challenges

Niantic Lightship, An Interview with Niantic Founder John Hanke

Thursday, May 26, 2022

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An overview of Niantic’s new developer platform, and an interview with Niantic founder John Hanke about the company’s history and future

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Apple and AI, Lobotomized Lovers, XR Companions

Meta and the Quest Pro; Meta and VR as Console; Microsoft, Activision, and the EU

An Interview with Matthew Ball About Disney, Streaming, and the Metaverse

Tech Layoffs, Big Tech’s Hiring Rates, Microsoft’s VR Layoffs

An Interview with Midjourney Founder David Holz about Generative AI, VR, and Silicon Valley

Meta Meets Microsoft

An Interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella About Partnering in the Metaverse

An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud

An Interview With The Metaverse Author Matthew Ball

Niantic Lightship, An Interview with Niantic Founder John Hanke

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Panic Rankings: Pistons Picking Up the Pieces, Rockets on the Ropes, Blazers Pinching Pennies, and More from the NBA Playoffs

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips