Stratechery Meta Meets Microsoft
Oct 12, 2022
Recent presentations spotlight Meta and Microsoft's contrasting approaches to virtual reality. While doubts linger around Meta's offerings, Microsoft gains praise for its seamless integration with Teams. The discussion dives into the workplace revolution powered by VR, likening its growth potential to that of personal computers. Challenges remain, but employer investments could drive adoption. Lastly, the complexities of strategic partnerships and the vital role of social connections in shaping the Metaverse are examined.
AI Snips
Chapters
Transcript
Episode notes
VR Meetings Experience
- The author used VR workrooms with his team for meetings, finding the sense of presence compelling.
- However, usage dropped after a team member moved and misplaced their headset.
Microsoft's VR Advantage
- Microsoft's focus on Teams positions them well for VR success, offering company-specific metaverses.
- Their software strength complements the need for enterprise VR hardware adoption.
Microsoft and Meta: A Prescient Partnership
- Microsoft lacked VR hardware but partnering with Meta solves this.
- This partnership leverages Meta's hardware investment and positions Microsoft's software advantageously.