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Meta Meets Microsoft [Ben Thompson, Stratechery]

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  • Meta’s Connect Keynote was underwhelming and lacked compelling demos of virtual reality.
  • Microsoft’s partnership with Meta is a massive win for the company, as it will have a privileged position on the most advanced headset with the most resources behind it.
  • VR has real utility, but it will take time for it to be accessible on a cost-effective basis for enterprises and individual users.
  • Microsoft is well-placed to deliver that utility on top of Meta hardware.
  • Meta is likely to be the catalyst for VR becoming a widely used technology, but it is uncertain as to whether the company will capture sufficient value to justify its massive investment.

Click HERE for original. Published October 12, 2022

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