Virtual 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…

Takeaways: Another rough day in the market. Second time in a week that we’ve seen a two standard deviation move in the NASDAQ. Fear is controlling the market, and will continue until… who knows. Epic needling Apple with its Fortnite…

Gene and Doug discuss the market selloff and Fed roulette; respond to GM’s announcement of the 2024 Chevy Silverado EV, as a contender to Ford’s F-150 Lightning and Tesla’s Cybertruck; review a deal made by Amazon and Stellantis for EV…

Gene and Doug do a deep dive into Loup’s 2022 tech predictions. Takeaways: Apple and Facebook will battle for the spot as top performing FAANG stock, with both companies benefiting from anticipation around the metaverse. The reason for our optimism…

Over the last five years, we’ve made a habit of offering a few predictions for the year ahead. Here’s what we’re anticipating in 2022: 1. Apple and Facebook will duel for the spot as the top-performing FAANG stock in 2022,…

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…