Zuck is all-in on building their own platform and becoming a gatekeeper like Apple, Google and Microsoft, rather than operating within their ecosystems.
VR was one dream to achieve that, it’s more difficult to envision that with AI which is why I suspect he was more reluctant to embrace it. AI models are more likely to become a commodity and running inside one of the platforms of the gatekeepers, which is not what Zuck wants.
That’s fine but this dream was previously pursued with mobile hardware.
FWIW, oculus represented a true competitive advantage. And I don’t think it was a coincidence that the Supernatural acquisition was temporarily blocked by the feds.
I think Apple was genuinely worried that fitness was (or still is) a killer use case and threat to Vision Pro.
The delay was enough to make FB lose focus / pivot again into AI.
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Zuck is all-in on building their own platform and becoming a gatekeeper like Apple, Google and Microsoft, rather than operating within their ecosystems.
VR was one dream to achieve that, it’s more difficult to envision that with AI which is why I suspect he was more reluctant to embrace it. AI models are more likely to become a commodity and running inside one of the platforms of the gatekeepers, which is not what Zuck wants.
That’s fine but this dream was previously pursued with mobile hardware.
FWIW, oculus represented a true competitive advantage. And I don’t think it was a coincidence that the Supernatural acquisition was temporarily blocked by the feds.
I think Apple was genuinely worried that fitness was (or still is) a killer use case and threat to Vision Pro.
The delay was enough to make FB lose focus / pivot again into AI.