Operating at the Intersection of Technology and the Capital Markets
Tag: Mixed Reality
I believe that Instagram's Threads product has a better near-term growth opportunity than META's misguided metaverse bet. Will Threads help META steal mojo from TikTok? I doubt it. Don't be fooled - TikTok is the competitor that META is concerned with, not Twitter. We live in a video-based world and most social media growth will … Continue reading Will Instagram Threads Kickstart META’s Growth?
Apple's new Vision Pro AR headset is a cool piece of hardware/software that is light years ahead of Meta's Quest VR product line. However, at the end of the day Apple goes as the iPhone goes and AR devices won't move the Revenue nor EPS needles for AAPL anytime soon. High-end price point for Apple's … Continue reading Apple’s New AR Headset Won’t Move The Needle But May Hurt Meta..
Apple is going to win the VR/AR/MR war vs. Meta. Apple simply has more elements it can leverage across its ecosystem to deliver a superior user experience delivered through its forthcoming headset (June 2023). Microsoft will be a bigger VR/AR/MR player than META in due time given the combination of its Productivity apps (perfect for … Continue reading Apple vs. Meta Quest 2
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?
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
We have taken a different approach to our CEORater Technology CEOs of the Year selection process in 2021. No longer do we call out “Payments” as a separate category given that some of the largest payments flow occurs inside of Technology giants such as Apple and Amazon. We now have three categories: 1.) FinTech; 2.) … Continue reading CEORater 2021 Technology CEOs of the Year. Part 2 of 3: Platform Companies
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
Microsoft embodies the cloud and all it encompasses including edge computing, AI and machine learning, mixed reality, autonomous systems and more. Microsoft is a good proxy for what tomorrow's cloud-driven economy may look like. Our view? A tapestry of natural language AI-based applications and autonomous systems, all running on core platforms primarily powered by a … Continue reading Microsoft is the Cloud
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