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Amazon, Google and Netflix seem to be happy where they are and don't seem to be innovating much; more interested in collecting rents on existing properties. App

Amazon, Google and Netflix seem to be happy where they are and don't seem to be innovating much; more interested in collecting rents on existing properties. Apple keeps doing what they've been doing for the last 20 years (successfully). Facebook is trying to pitch this Meta thing, which to me sounds like a desperation play and doesn't sound that interesting, but I'm not hip with whatever is going on in social media.

curiousgal 5y ago
I don't know man, Netflix added games to its Android app so..
fullshark 5y ago
The Metaverse play is just a further development of Oculus, which has gained traction afaik. Will it result in a paradigm shift in computing? Probably not but I can see the fanbase/use cases for oculus growing and justifying the investment.
notatoad 5y ago
>Amazon... seem to be happy where they are and don't seem to be innovating much If you're just looking at the consumer end of it, maybe. but over the last couple years amazon has become one of if not the largest logistics company in the world, and across the full line from supplier to last-mile delivery. it's not sexy innovation like a new iPhone is, but they've been developing a huge moat and as long as customers want quick delivery of their online purchases, amazon is a long ways in front of any competitor. All the complaints about review fraud or inventory commingling are small-potatoes compared to the ability to do next-day delivery of millions of different SKUs to a large portion of the planet.
- Ekaros 5y ago
  Amazon might not be innovator in consumer electrics. But they enter the markets with very good price point. Ofc, margins are lower, but they can make lot up with volume and breadth...
aantix 5y ago
I think if Meta creates a lightweight, 4K AR or VR glasses specifically for remote presence/sharing, then longterm they have a chance. But right now, Oculus is simply too bulky and too low-res for any sort of meaningful digital work. I think what Spatial.io has done with the Halo Lens looks promising. https://youtu.be/AtRDBnUEXjk?t=16 https://youtu.be/AtRDBnUEXjk?t=16
- zmmmmm 5y ago
  The fascinating aspect of this is what happens when Apple launches its VR / AR hardware. At that point there is going to be an absolutely tremendous hype and re-orienting of the tech view of AR/VR and people will look for the obvious "number 2" which will default to Meta as the only viable player for mass market. So it means Meta has the chance to be the Android to Apple's iPhone in the VR/AR space. The main challenge to me looks like that nobody can match Apple's silicon for this kind of application so Meta simply won't be able to compete in the same league as far as on-device computing power. Then, philisophically, I don't think Zuckerberg will be able to stomache opening up the Oculus/Quest ecosystem to become the open "yin" to Apple's closed ecosystem "yang". I don't think offering a second ecosystem that is just as closed is going to cut it if they want to get anywhere near what Apple's market share will be. So there's a strong risk this turns out more like Apple Watch vs Android Wear rather than iPhone vs Android. Whatever happens, it will be pretty interesting to observe.
mandeepj 5y ago
> Amazon, Google and Netflix seem to be happy where they are and don't seem to be innovating much Amazon and Google are conglomerates now. So, if you are just focusing on Amazon.com and Google search/ads/email - then it's hard to tell.

curiousgal 5y ago

I don't know man, Netflix added games to its Android app so..

fullshark 5y ago

The Metaverse play is just a further development of Oculus, which has gained traction afaik. Will it result in a paradigm shift in computing? Probably not but I can see the fanbase/use cases for oculus growing and justifying the investment.

notatoad 5y ago

>Amazon... seem to be happy where they are and don't seem to be innovating much If you're just looking at the consumer end of it, maybe. but over the last couple years amazon has become one of if not the largest logistics company in the world, and across the full line from supplier to last-mile delivery. it's not sexy innovation like a new iPhone is, but they've been developing a huge moat and as long as customers want quick delivery of their online purchases, amazon is a long ways in front of any competitor. All the complaints about review fraud or inventory commingling are small-potatoes compared to the ability to do next-day delivery of millions of different SKUs to a large portion of the planet.

Ekaros 5y ago
Amazon might not be innovator in consumer electrics. But they enter the markets with very good price point. Ofc, margins are lower, but they can make lot up with volume and breadth...

aantix 5y ago

I think if Meta creates a lightweight, 4K AR or VR glasses specifically for remote presence/sharing, then longterm they have a chance. But right now, Oculus is simply too bulky and too low-res for any sort of meaningful digital work. I think what Spatial.io has done with the Halo Lens looks promising. https://youtu.be/AtRDBnUEXjk?t=16 https://youtu.be/AtRDBnUEXjk?t=16

zmmmmm 5y ago
The fascinating aspect of this is what happens when Apple launches its VR / AR hardware. At that point there is going to be an absolutely tremendous hype and re-orienting of the tech view of AR/VR and people will look for the obvious "number 2" which will default to Meta as the only viable player for mass market. So it means Meta has the chance to be the Android to Apple's iPhone in the VR/AR space. The main challenge to me looks like that nobody can match Apple's silicon for this kind of application so Meta simply won't be able to compete in the same league as far as on-device computing power. Then, philisophically, I don't think Zuckerberg will be able to stomache opening up the Oculus/Quest ecosystem to become the open "yin" to Apple's closed ecosystem "yang". I don't think offering a second ecosystem that is just as closed is going to cut it if they want to get anywhere near what Apple's market share will be. So there's a strong risk this turns out more like Apple Watch vs Android Wear rather than iPhone vs Android. Whatever happens, it will be pretty interesting to observe.

mandeepj 5y ago

> Amazon, Google and Netflix seem to be happy where they are and don't seem to be innovating much Amazon and Google are conglomerates now. So, if you are just focusing on Amazon.com and Google search/ads/email - then it's hard to tell.