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.
Influencer marketing is changing social graphs and Programmatic ads are changing our TV. Added Bonus section - Impact of removing 3rd party cookies on ads.
The Halo effect is a tendency to make inferences about specific traits based on a general impression. This example will help clarify the definition of the Halo effect. As an investor we need to question the information and even our judgement to ensure our investment is Halo free. This essay presents thoughts on how that can be done.
Netflix has decided to partner with Microsoft for their ad-tiered model. Is there more than what meets the eye. Is Netflix planning for their exit strategy, with a possible acquisition by Microsoft. Also what did the earnings tell about the future of Netflix business. Read more to find out.
The slump within startups in the BNPL market is concerning. Especially Klarna which has gone down from $46B in valuation to $6.5B. The same goes for Affirm which has lost 80% since the beginning of 2022. Delinquency and securitization of loans is a real concern and will impact if regulations are not strengthened in this direction.
Introduction Before we begin a quick question to…
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.
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.
The process of Innovation is challenging and somehow with working knowledge, we all know what is required to innovate. However, there are still some aspects and stories that can always inspire us. Myths of innovation solidified my knowledge about following the path of idea generation. Key, as Scott also states, is to have a lot of ideas tested and crossed out. You need to have a bank where you can always go and pick an idea from which to test and develop a hypothesis. The goal during idea generation is to think without constraints and filters. Once you have a substantial problem, follow the path of learning as much as possible before committing to a solution.
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.
Collaboration is a practice that brings together the whole team to achieve a specific goal. Working in a collaborative environment opens the doors to creating a product that offers real value in a fast and efficient manner and maintains a strong team.