Mark Zuckerberg Is Trying the Bill Gates Playbook
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- Опубликовано: 9 июн 2024
- Microsoft (NASDAQ: MSFT) won the PC battle against Apple (NASDAQ: AAPL) by building an open ecosystem that other PC makers could tap into. Meta Platforms (NASDAQ: META) is trying a similar strategy in VR/AR, opening up Horizon OS, but will it succeed? Travis Hoium digs into the move in this video.
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0:00 Mark Zuckerberg Is Trying the Bill Gates Playbook
01:48 VR Business Model Change
04:34 Analysis
05:06 Reality Labs Losses
💰 If you like this video, check out my free Asymmetric Investing Newsletter for more investment analysis: asymmetric-investing.beehiiv.com/subscribe?
VR ain't going anywhere, especially the Apple Vision. It's too impractical for anything more than gaming. This is kind of like the Google Glass wave 10 years ago.