All great business go through expansion problems. But Meta's social company is suffering due to expansion into Metaverse. I present my views on why they should be operated as separate companies.
Instagram is still the best platform for ad conversion whereas TikTok is exploding with creators.
It's all about how you define the problem. I just don't like the way Facebook defines the Metaverse
Influencer marketing is changing social graphs and Programmatic ads are changing our TV. Added Bonus section - Impact of removing 3rd party cookies on ads.
Web3 is a hot topic that deserves attention. In this blog, I will explain Web3 as a technology, and the pain points it is trying to solve. Explain the concept of centralization and why centralization happens in the first place. It is really important to understand centralization as it explains the core problems with Web3's decentralized networks. Also, I will present two main reasons which will limit the adoption of Web3.
Twitter is struggling to gain users and it is impacting the ad revenue. It is definitely time for Twitter leadership to step back and reevaluate the business strategy. Twitter as a services company and Twitter as a social company should be separated. Allow third parties to connect and moderate their own content.
Unity software is on a staggering journey growing their revenue over 40% CAGR for last 5 years. Their Metaverse vision to build RT3D content and their control over creator market in gaming makes them a perfect candidate for Meta (FB) to acquire. I explore the opportunity for M&A of Unity and Meta.
What we need are the social attitudes to change to experience this new era on the internet. Metaverse is the grand vision to provide a parallel universe. Costs of building it are high (in the range of ~$700B). The market is close to $14T. Is it all speculative or can companies like Meta, Microsoft, Roblox, etc. make it happen? There is a lot to unpack and understand. I explore these scenarios and dive more to understand the market of a metaverse in this article.
In part 1 I questioned the future of metaverse. Here I am presenting the top three things required to make it happen. 1. Network - high bandwidth and low latency 2. Hardware - Consumer hardware (AR/VR/haptic gloves) to Compute hardware 3. Interoperability to allow virtual environments to talk to each other. Transfer your NFTs from one world to another.
This is part 1 of the metaverse series from products and businesses. The biggest corporations are pouring money into developing the future of metaverse. Analysts estimate the market size to reach $1T by 2028 is a staggering 44% CAGR. But do we really understand what it is? Let's find out.