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Peloton wanted to build the iPhone but they should settle for the Android instead. Let’s find out Why?

With a fresh injection of $750M, Peloton is looking for multiple options. Past management has burnt through cash very quickly and there is an urgent to sensibly invest the cash cushion available and build the moat. The company is torn between Hardware and Software as the future. In this blog, I explore Peloton's failures, business model, and the future. Amazon, Nike, or Apple may fit the criterion for a perfect acquisition, which can lead to cross-selling other services to an existing user base of 3M customers.

Continue ReadingPeloton wanted to build the iPhone but they should settle for the Android instead. Let’s find out Why?
Read more about the article Unity and Meta – A formidable combination, it’s a win-win 
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Unity and Meta – A formidable combination, it’s a win-win 

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.

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Read more about the article Metaverse and Numbers: Understanding the COST and TAM – Part III of the Metaverse series
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Metaverse and Numbers: Understanding the COST and TAM – Part III of the Metaverse series

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.

Continue ReadingMetaverse and Numbers: Understanding the COST and TAM – Part III of the Metaverse series
Read more about the article Three things we need to make Metaverse happen – Part 2 of the Metaverse series
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Three things we need to make Metaverse happen – Part 2 of the Metaverse series

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.

Continue ReadingThree things we need to make Metaverse happen – Part 2 of the Metaverse series
Read more about the article Metaverse Explained: What you need to know – Part 1 of the Metaverse series
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Metaverse Explained: What you need to know – Part 1 of the Metaverse series

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.

Continue ReadingMetaverse Explained: What you need to know – Part 1 of the Metaverse series