Nvidia is in the valley in terms of gaming, the data center, and the omniverse; if it makes it to future heights its margins will be well-earned.
Nvidia released an earnings warning that was bad on the surface and even worse in the details; one of the reasons to be bearish is the Ethereum Merge.
Notes on Elon Musk’s Twitter bid, why Facebook’s AR efforts may be too early, and an interview with Head of Instagram Adam Mosseri about creators, blockchains, and TikTok
Facebook and Google bans probably don’t make much of a difference in the short-term, but will be a challenge in the long-term. Then, the structure of crypto drives a different response.
OpenSea is positioned as another Aggregator, which is evidence that Web 3 is a layer on top of the Internet, not a replacement.
Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world.
ConstitutionDAO is an interesting project to buy a physical good as a community; what is particularly interesting is what it says about the power of actualizing memes
Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity
Sequoia’s transformation of its venture capital model is actually a shift from financial capital to productive capital
Zillow’s halt in buying new homes is a reminder that core competency can out-compete an Aggregator’s advantage; then, feedback on crypto and energy.