Augmented Reality

Meta Connect 2022 offered a clear roadmap of the company’s go-to-market metaverse vision. That vision is a departure from Meta’s roots in consumer-first social products and is anchored in the future of work. Targeting the enterprise is an advantageous approach…

Gene and Doug discuss news for January 6th: Reports of Facebook nixing development of an MR OS in favor of a VR OS are to be expected. To call the metaverse early is an understatement, and big tech will be…

Gene and Doug discuss Jack Dorsey’s recent Web 3.0 comments and conclude that they win the 2021 “Most Entertaining in Crypto” award.

Facebook is now Meta. Gene and Andrew discuss why it’s a bigger deal than a simple name change, indicating a clear strategic shift for the company.

Earlier this week, Facebook announced that Andrew Bosworth, the current head of Facebook Reality Labs (hardware and VR division), will become the company’s CTO, reporting directly to Mark Zuckerberg. Bosworth will replace Mike Schroepfer, who is moving to a senior…

Gene and Andrew discuss the timing of Apple’s mixed reality headset and lean on pattern recognition to predict when the product is launched.

Apple’s annual Worldwide Developers Conference (WWDC) will take place June 7-11. The event is a time for the company to preview its software updates to developers, alongside the occasional hardware update. Below we’ve outlined what we expect Apple to announce…

Gene and Andrew talk about Apple’s VR ambitions following a recent media report highlighting a headset is in development.

Earlier today, Unity began trading post its IPO. We sent the following memo to our limited partners to detail our excitement about Unity’s prospects over the long term. Unity may be the next great creative software company. As the company…

Gaming is an undeniable long-term growth opportunity. Games like Fortnite have become a growing part of pop culture, game streamers are taking young audiences away from mainstream and YouTube content, and esports has emerged as an exciting way for gaming…

Shares of Facebook are down 7% in the after-market based on Mar-19 revenue guidance slightly below consensus along with the company cautioning that privacy changes may have an impact on monetization this year. Facebook’s dominance in reach and engagement is…

It’s well known that the home services segment has been slow to benefit from any kind of technological transformation. We’ve been watching the opportunity for the past decade and found two sticking points: Most home repair services are performed by…