Running thread on NZS Capital's weekly newsletter "SITALWeek"
I am an avid reader of NZS Capital's opinions which are genuinely thought provoking even though I often find myself disagreeing with them. I'll use this thread to document/react to their opinions.
On to the thread
I am an avid reader of NZS Capital's opinions which are genuinely thought provoking even though I often find myself disagreeing with them. I'll use this thread to document/react to their opinions.
On to the thread
"2023/2024 for mixed reality will be very similar to 2007 for smartphones β bringing us the 1.0 version that will give us a glimpse of what will ultimately become a 1B+ unit market in a decadeβs time."
I think some people's analogy to "Second Life" for today's AR/VR developments will age poorly over time. I'll be surprised if AR/VR is not one of the major mediums in 10-20 years.
I've never been active gamer, but I spend 0.5-1 hr playing @playiBCricket almost everyday on Quest
I've never been active gamer, but I spend 0.5-1 hr playing @playiBCricket almost everyday on Quest
"There are a remarkable number of parallel predictions today about AR/VR and the metaverse that are skeptical of its impact, largely owing to the cost of the devices, the size of the market, the timing of the market, and what the applications will be."
interesting opinion on how consumerization of creativity tools has enabled disruption at the consumer level which may end up being larger market than enterprise.
I'm skeptical on first reason as $ADBE Creative Subscription's price increased by 10% in 2021 compared to 2012.
I'm skeptical on first reason as $ADBE Creative Subscription's price increased by 10% in 2021 compared to 2012.
"VR will eventually become a standard practice for surgeries. If I go in for surgery, Iβd like to be exploring space in a VR headset the entire time"
"She encountered users like Aaron Sorrels who runs a standup comedy club in Horizon with 13,000 weekly visitors. That number may not sound impressive, but itβs likely far more patrons than your local comedy club garners."
"When you face a choice in life, particularly an important one, whether you choose wisely or unwisely isnβt likely to depend on how good your powers of analysis are, but on your state of mind"
"It's plausible that cloud platforms will be required to know what workloads are actually doing on their platforms, a slippery slope of regulation"
"Silicon Valley Bank... saw cash withdrawals in the latest quarter second only to the first quarter of 2001, during the dotcom crash"
"the Recording Industry Association of America is worried that generative engines will be trained on their recording artistsβ music without their consent/compensation."
"As investors in these stories, our job is to watch for new evidence that either supports the status quo or indicates the world may be entering a new chapter. And for the entrepreneurs out there, your job is to write these new stories and will them into creation against all odds"
Our sugar addiction probably cannot go unabated for the next few decades. I'm perhaps more optimistic than Brad that we'll solve this problem sooner rather than later.
Be careful where you are hiding today in the markets.
Be careful where you are hiding today in the markets.
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