Defining the Metaverse, and explaining why Microsoft is well-placed for the virtual reality opportunity| Stratechery by Ben Thompson
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.| Stratechery by Ben Thompson
Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.| Stratechery by Ben Thompson
The Internet removed constraints from the analog world, and AI is finishing the job. That this may be the final blow for the Internet as a source for truth may ultimately be for the best.| Stratechery by Ben Thompson
Meta’s new hardware is more impressive than expected, and the Microsoft partnership makes a lot of sense. The question is if Meta will capture enough value to outweigh their costs.| Stratechery by Ben Thompson
An Interview with Mark Zuckerberg about the Metaverse| Stratechery by Ben Thompson