why did zuck open up Quest?‽

Рет қаралды 2,473

Күн бұрын

Today, Austin uses Ben Thompson's (‪@Stratechery‬) "Mobile Hierarchy of Needs" to unpack Apple's and Meta's approaches to the spatial computing market, working to explain why Meta just announced that they're licensing Horizon OS and opening up Quest's App Store.
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Special Thanks to Spencer Earl: www.tiktok.com/@senzerules?_t...
Chapters
00:00 Who is going to with the headset battle?
01:27 Apple, Meta, and Markets
03:33 Apple's Approach: Sell a product
04:21 Meta's Approach: Build the Metaverse
05:09 Is spatial computing an end in its own right?
05:43 Mobile's Hierarchy of Needs: Product
06:33 Mobile's Hierarchy of Needs: App Platforms
07:49 Mobile's Hierarchy of Needs: Services
08:42 Planes of competition: Apple works bottom up
12:00 Planes of competition: Meta works top down
14:00 Quest vs. Apple Vision Pro
15:20 Why Meta is licensing Horizon OS
17:25 Closing

Пікірлер: 32

@lilmichael212 3 ай бұрын

Thank you for actually having these thoughtful conversations about this technology, a lot is changing quickly and I think in hindsight these conversations will have been necessary to making sense of what is likely to play out over the next decade or two.

@uncoverage 3 ай бұрын

thank you for listening in & being a part of them!

@Youngarchitect 3 ай бұрын

I really appreciate it when you add classical music to your videos.

@uncoverage 3 ай бұрын

i’m glad you enjoy it :)

@davidpark761 3 ай бұрын

you have the vibe you have been doing this video stuff for 5 years but you only have 846 subscribers

@uncoverage 3 ай бұрын

i’ve been making videos for almost 15 years!! i hope you’re enjoying the channel :)

@BenjiManTV 3 ай бұрын

Yeah, I’m thinking it’s going higher and higher 😎

@KonstantinKruglov 3 ай бұрын

glad you got into my suggestions ;)

@uncoverage 3 ай бұрын

🙏

@BenjiManTV 3 ай бұрын

Who would of ever though Zuck having to defend a product of his compared to Apple when he launched Facebook in 2004! 🤯

@uncoverage 3 ай бұрын

scrappy kids making a small product in their home and then growing into behemoths taking on other behemoths is the entire computer industry in a nutshell!

@Copa20777 3 ай бұрын

Am glad Iam already subscribed when I checked whilest those eggs where frying😂

@uncoverage 3 ай бұрын

🍳🍳

@mikailmaqsood818 3 ай бұрын

Amazing diagram! I can think more clearly about these sorts of companies and their decision making now . One question that comes to mind is why Apple is able to charge such a premium on their hardware/OS, while Meta tried and failed with the quest pro. I suspect it might be because Meta knows their service is what will ultimately have the greatest profit margins so they aren’t incentivized to create hardware/OS that is inherently as desirable as Apple. I bet if Apple TV somehow started making more profit than iPhones/macs Apple would be making the Vision Pro out of plastic too!

@webjoeking 3 ай бұрын

I also think “services” is further split into two - 1) direct payment or subscription and 2) ad supported ones. It might seem like splitting hairs here, but it substantially positions the need for hyper scale from Metas perspective.

@uncoverage 3 ай бұрын

agreed. the services tier is actually extremely broad, and can even encompass “free” services (e.g. the web) - but you’re right, the nature of how money is made in each tier completely changes how companies/products structure themselves in each

@ElectricVRoom 3 ай бұрын

hi thanks again for the quality videos in form and inform xx

@BenjiManTV 3 ай бұрын

Agreed

@uncoverage 3 ай бұрын

thank you for watching!!

@Timlockwood8818 3 ай бұрын

Buddayyyyyy get your eggs off my screen you are not that guy💀

@uncoverage 3 ай бұрын

get your screen off my eggs!

@matthewcohen6650 3 ай бұрын

A bit out of the blie buy what do you think of the Rabbit r1 device?

@uncoverage 2 ай бұрын

i don’t have the device but i generally think the AI product category will be consumed by phones. i do love Teenage Engineering though, and Rabbit’s UI whimsy!