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 about Metaverse timing, challenges, and Netflix’s content challenges
An update on Passport, why independence and interoperability matter to creators, and where Web3 technologies could actually be useful.
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.
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 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.
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.
More on why Facebook is well placed for the Metaverse opportunity, and an interview with Matthew Ball about the Metaverse.