Facebook and Amazon had events on the same day for Oculus and Alexa. Both are driven by lessons from the mobile era, but Amazon seems to have learned more than Facebook.| Stratechery by Ben Thompson
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.| Stratechery by Ben Thompson
Apple Vision is incredibly compelling, first as a product, and second as far as potential use cases. What it says about society, though, is a bit more pessimistic.| Stratechery by Ben Thompson