Virtual Reality

Apple: You (Still) Don’t Understand the Vision Pro

Monday, January 12, 2026

The first live sporting event was broadcast in the Vision Pro, and it’s a big disappointment. The experience could be amazing, but Apple actively ruins it.

The Benefits of Bubbles

Wednesday, November 5, 2025

Listen to Podcast

Watch on YouTube

We are in an AI Bubble: the big question is if this bubble will be worth it for the physical infrastructure and coordinated innovation that result?

Meta Vibes, Good Vibes, Vibes Vision

Monday, September 29, 2025

Listen to Podcast

The Internet hates Vibes, MetaAI’s new AI video feed, but I find it compelling and a fascinating look at a VR future.

Paradigm Shifts and the Winner’s Curse

Wednesday, August 6, 2025

Listen to Podcast

Watch on YouTube

When paradigms change, previous winners have the hardest time adjusting; that is why AI might be a challenge for Apple and Amazon

Anduril + Meta, Silicon Valley and the Pentagon, Meta’s Motivations

Wednesday, June 4, 2025

Listen to Podcast

Meta made a deal with Anduril to develop headsets for the military; does Reality Labs finally have a customer that will justify the investment?

An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference

Thursday, May 15, 2025

Listen to Podcast

An interview with Ben Thompson about AI and Big Tech.

An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media

Thursday, May 1, 2025

Listen to Podcast

An interview with Meta CEO Mark Zuckerberg about Llama and the AI opportunity, the evolution of social medial, and what it means to connect.

An Interview with Matthew Ball About the Gaming Slump

Friday, January 31, 2025

Listen to Podcast

An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects.

Meta’s AI Abundance

Tuesday, October 29, 2024

Listen to Podcast

Watch on YouTube

Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.

An Interview with Hugo Barra About Orion and Meta’s AR Strategy

Thursday, October 17, 2024

Listen to Podcast

An interview with Hugo Barra about Meta’s XR strategy, including where augmented reality fits in the history of computing, what AR apps will look like, and the evolution of hardware, including Orion.

The Dunk Contest Preview America Needs, The Top Five Bandwagons for the Next Five Years, The NBA Fines the Jazz $500,000

Apple: You (Still) Don’t Understand the Vision Pro

The Benefits of Bubbles

Paradigm Shifts and the Winner’s Curse

Anduril + Meta, Silicon Valley and the Pentagon, Meta’s Motivations

An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference

An Interview with Matthew Ball About the Gaming Slump

An Interview with Hugo Barra About Orion and Meta’s AR Strategy

The Dunk Contest Preview America Needs, The Top Five Bandwagons for the Next Five Years, The NBA Fines the Jazz $500,000

Apple Losing Control

(Preview) Spotify Spreads Its Wings, CapEx Explosions and Distinctions, Q&A on Viral AI Tweets, Anthropic, Giannis

An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast

Spotify Earnings, Individualized Networks, AI and Aggregation

Amazon Earnings, CapEx Concerns, Commodity AI

The Dunk Contest Preview America Needs, The Top Five Bandwagons for the Next Five Years, The NBA Fines the Jazz $500,000

Apple Losing Control

(Preview) Spotify Spreads Its Wings, CapEx Explosions and Distinctions, Q&A on Viral AI Tweets, Anthropic, Giannis

An Interview with Ben Thompson by John Collison on the Cheeky Pint Podcast

An Interview with Benedict Evans About AI and Software

An Interview with Kalshi CEO Tarek Mansour About Prediction Markets