The metaverse is a fancy term for AR and VR technologies. Apple is an AR/VR laggard, but that is likely to change in Q1 2023 as Apple rolls out its AR/VR headset. Microsoft has played in the AR/VR space for a few years. Both AAPL and MSFT have stronger balance sheets to leverage across AR/VR … Continue reading Apple & Microsoft Will Impede META’s Recovery
Tag: Augmented Reality
As a follow-up to our September 30th article about META and the UFC working together to broadcast fights in the metaverse, we got our first taste on Friday night as to what a mixed reality MMA fight looks like. Technically it was the LFA MMA league which was broadcast on the UFC's proprietary Fight Pass … Continue reading Live Sports In the Metaverse
Whether of not META shares are inexpensive depends upon what you believe 2023 and 2024 estimates will look like. We believe the global macro environment will soften for the remainder of this year and next and that META's numbers over the next few quarters will reflect this difficult macro demand environment. META is in the … Continue reading Is META Cheap?
The Metaverse becoming reality is at least a decade away if not 20-25 years away. The Metaverse as we imagine it is one with rich graphics, hundreds of millions of users and billions of online transactions. There are two primary obstacles preventing this reality: The Metaverse suffers from poor graphics. Content companies including Meta Platforms/Facebook … Continue reading The Metaverse Is At Least A Decade Away
Amazon (ticker: AMZN), has become more aggressive on the M&A front under new CEO Andy Jassy. We have seen this across the Entertainment, Health and Robotics sectors - each highly strategic in our view. Entertainment: Amazon recently closed its acquisition of MGM for $8.5 billion. The MGM acquisition onboards the James Bond franchise - a … Continue reading Amazon Ups Its M&A Effort
We have previously written that it would make sense for Apple (AAPL) to acquire Disney (DIS). Apple and Disney could certainly hold informal talks now, but a letter of intent, formal due diligence and the purchase agreement negotiation would all have to wait until there is a new Administration in the White House in my … Continue reading Apple + Disney
The Metaverse is a fancy term for accessing online worlds via the Internet. Gaming environments are a prime example. Online meeting spaces (avatar meetings) are another example. We can imagine a world where buying a home or purchasing an automobile take place in a virtual environment. We believe that every Software company of size will … Continue reading Metaverse Plays
Ericsson forecasts a five-fold increase in mobile data traffic from year-end 2019 (approximately 33 Exabytes consumed per month) through 2025 (approximately 164 Exabytes consumed per month). This does not include wireless data traffic. New protocols (5G), new services (AR/VR, streaming, work-from-home, remote medicine), and consumer connected device growth will help drive this trend. Phones today … Continue reading Explosive Mobile Data Traffic Growth & New Use Cases
Google is the AI King. More precisely, the king of AI, machine learning and deep learning. Google held its annual "IO" developer conference yesterday and we were most impressed by Google's ability to run sophisticated AI models entirely on-device. Many technology analysts will cover Google's new Pixel 3A phone and smart home devices. We were … Continue reading It’s Good To Be King
In a software-driven world, Augmented Reality ("AR") is the lens through which we will engage with it. Google has rolled out an AR-enhanced "Maps" application to a limited user set. The AR feature provides highly-specific location data/ navigation assist as an overlay to smartphone screens. The thought is that over time this technology will deliver … Continue reading Software Powers the World. Augmented Reality Is How We Will Engage with It.