Stratechery Microsoft and the Metaverse
Nov 9, 2021
Dive into the Metaverse as a cutting-edge evolution of the internet! Discover how Microsoft is poised to lead in this virtual revolution, especially in workplace dynamics. Explore the potential for virtual reality to revolutionize corporate environments, reminiscent of the personal computer boom. Unpack Microsoft's competitive edge with its Teams software and integrated hardware compared to rivals like Meta and Apple. The discussion reveals how consumer habits and tech trends will shape the future of this exciting landscape.
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The Metaverse Is the Internet
- The Metaverse already exists and is currently called the internet.
- The internet fulfills all seven qualities of the metaverse, as defined by Matthew Ball.
Metaverse: Internet in VR
- The metaverse is differentiated by being the internet best experienced in virtual reality (VR).
- Initial VR experiences will likely be individual metaverses, connected by the existing internet.
COVID's Impact on Tech
- Ben Thompson reflects on his 2020 prediction about mobile plus cloud being the culmination of tech history.
- The COVID-19 pandemic shifted this perspective, highlighting the increasing importance of the digital realm.