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Meta
Gene Munster
Why the Oculus Quest Marks a New Era for VR
The Oculus Quest, the virtual reality industry’s first all-in-one six degrees of freedom headset, was released last week and represents the first time VR has been given a chance to reach the masses. We had high expectations for the Quest…
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Feedback Loup
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Meta
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Virtual Reality
Doug Clinton
Survey Says Facebook Should Be the Arbiter of Truth
Social media gave everyone a voice. Now we’re dealing with an unintended debate: What should those voices be allowed to say? Amidst political conflict, misinformation, harassment, and bullying, social networks are under increasing pressure from users and governments to act…
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Meta
Gene Munster, Steve Van Sloun
Oculus Quest Will Inch VR Forward
At F8 2019, Facebook’s annual developer conference, the company began taking pre-orders for the Oculus Quest. The standalone VR headset will be available on May 21st for $399. Here are the key takeaways: The launch of the Quest will continue…
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Meta
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Virtual Reality
Gene Munster
Facebook Weathers Storm, Looks Forward
Facebook shares are up ~8% after earnings with impressive revenue ($15B) and daily active user (1.56B) results. Revenue growth of 26% y/y is Facebook’s lowest since its 2012 IPO but still impressive for a company of Facebook’s size. DAUs and…
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Meta
Gene Munster, Pat Bocchicchio
The State of VR in 2019
Virtual reality’s mainstream adoption and tremendous impact on humanity is coming. How long it will take and who the winners and losers will be widely disputed, but it’s hard to deny the potential of a tool that has the power…
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Meta
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Microsoft
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Virtual Reality
Doug Clinton
Product Idea: Facebook Breaks
If Facebook really wants to make its product respect time well spent, it should add a “break” feature. The way it would work is simple: After a set amount of time spent on a Facebook session, the infinite scroll stops,…
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Meta
Gene Munster, Pat Bocchicchio
The Loup Ventures VR Starter Kit
Virtual reality (VR) is an exciting new technology with tremendous near and long term implications for society. While not mainstream yet, VR is on its way towards becoming the next major computing platform along with augmented reality. There are now…
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Google
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Meta
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Microsoft
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Virtual Reality
Gene Munster, Pat Bocchicchio
Lyft Is Showing Us the Future of Augmented Reality
When a new generation of products and services are unveiled, it’s easy to get caught up in the novelty and advances of the underlying technology. We see it all the time at conventions like CES where LG displayed an array…
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Apple
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Artificial Intelligence
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Augmented Reality
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Google
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Meta
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Microsoft
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Snapchat
Gene Munster, Will Thompson
Facebook Back to Business
Facebook shares are up ~11% after hours as the company showed users and advertisers have not gone anywhere despite 2018’s privacy backlash. Strong average revenue per user (ARPU) growth shows Facebook is getting better at monetizing its massive user base…
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Meta
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Virtual Reality
Doug Clinton
Deconstructing “The Facts About Facebook”
Mark Zuckerberg is telling us what to believe again, this time in a WSJ op-ed “The Facts About Facebook.” Zuckerberg’s defense of Facebook’s business model is fair. Unfortunately, the article also shows we shouldn’t expect Facebook to change how it…
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Meta
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Tech Addiction
Doug Clinton, Steve Van Sloun
Live Streaming Platforms Are on the Rise
Live streaming has exploded over the past few years as a dangerous competitor to traditional broadcasting and content streaming. While platforms like Twitch, YouTube Gaming, Facebook Live, Mixer, and Caffeine have predominantly featured gaming content, they’re quickly expanding into other…
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Amazon
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Gaming
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Meta
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Microsoft
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Netflix
Doug Clinton
New Year’s Resolution 2019: Take Back Control with a Good Phone
I used to tease my dad for not wanting an EZ Pass, the express toll card for your car. He said he didn’t want the government to know where he was driving. It was none of their business. I told…
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Google
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Meta
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Netflix
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Tech Addiction
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