Roblox announced an advertising platform; I’m skeptical about the value to brand advertisers, but that doesn’t mean it won’t be valuable to Roblox itself.
Nvidia In the Valley
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.
An Interview With Nvidia CEO Jensen Huang About Building the Omniverse Cloud
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.
The AI Unbundling
AI is starting to unbundle the final part of the idea propagation value chain: idea creation and substantiation. The impacts will be far-reaching.
Instagram, TikTok, and the Three Trends
Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.
An Interview With The Metaverse Author Matthew Ball
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
An overview of Niantic’s new developer platform, and an interview with Niantic founder John Hanke about the company’s history and future
Microsoft Build, Thick Versus Thin, AI Platforms
Microsoft’s Build keynote was impressive in its clarity; it also emphasized that the thin client model one, mostly.
Musk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok
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
Meta’s Chip Decision, Horizon World’s Platform Fees, Meta’s Missing Metaverse Strategy
Meta’s metaverse approach, from chips to operating systems to business models, evinces a lack of strategy.