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.
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
Passport Update, Independence and Interoperability, Web3 Use Cases
An update on Passport, why independence and interoperability matter to creators, and where Web3 technologies could actually be useful.
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
Facebook and Google Block Russian State Media, Crypto Exchanges and Sanctions
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.
NPM Sabotage, Convenience Matters, Moxie Marlinspike on Web3
The sabotage of a Node.js package shows both the danger of supply chain attacks and the allure of convenience; this is a lesson being learned by Web3.
OpenSea, Web3, and Aggregation Theory
OpenSea is positioned as another Aggregator, which is evidence that Web 3 is a layer on top of the Internet, not a replacement.
The Great Bifurcation
Tracing the evolution of tech’s three eras, and why the fourth era — the Metaverse — is defined by its bifurcation with the physical world.
Unity Buys Weta Digital, An Interview with Unity CEO John Riccitiello
The Weta acquisition, Unity’s ambitions, their advertising business and relationship with Apple, and why Riccitiello thinks my understanding of the metaverse isn’t quite right.
Facebook’s Metaverse Opportunity, An Interview with Matthew Ball About the Metaverse
More on why Facebook is well placed for the Metaverse opportunity, and an interview with Matthew Ball about the Metaverse.