Microsoft Shows Meta Won’t Own the ‘Verse

Heard on the Street: Microsoft shows Meta won’t own the ‘verse

Herd, Computers/Consumer Electronics

1/20/2022 3:10:00 PM

Heard on the Street: Microsoft shows Meta won’t own the ‘verse

While Facebook’s Mark Zuckerberg has lately been the loudest evangelist of the metaverse, Microsoft has been embracing its own version for years.

also gives it a serious advantage in network scale.Microsoft has made about 39% more in data-center capital expenditures over the past six years than Meta has, according to estimates from Dell’Oro Group. And it can afford to do so with nearly double the social network’s annual free cash flow during that span.

In a report last week, Bernstein analyst Mark Moerdler argued that Microsoft has “over many years built what we would argue is the largest breadth and depth of functionality that will be required to deliver the Metaverse platform.”Most important, as a purveyor of cloud-computing services Microsoft is poised to benefit from supporting many metaverse platforms, with Chief Executive Officer Satya Nadella noting on Tuesday’s Activision deal call that “there won’t be a single centralized metaverse.”

Read more: The Wall Street Journal »

Riley Keough: Making ‘War Pony’ On The Pine Ridge Reservation Was An “Extremely Collaborative” Process — Cannes

Back in 2015, Riley Keough befriended two extras on the set of American Honey—Franklin Sioux Bob and Bill Reddy. She introduced them to her best friend Gina Gammell, and a creative foursome was bor… Read more >>

How’s that possible Hello Friend Download TrustCloud Application & Start Mining Free BTC, ETH, BNB, LTC, XMR and Use My Refer Code To Earn $30 Instantly ( TC5248 )

Why The Microsoft-Activision Deal Is Good For Mark Zuckerberg And MetaMeta wants to do M&A. Regulators already think it's a monopoly, limiting those plans. To buy anything, Meta will want to show that Microsoft and others are also purchasing things, like Activision Blizzard. Because he’s one of the Undead?

Courting Creators: Meta, TikTok, and More on What’s NextCreators hold more power than ever—and companies are taking stock.

FKA Twigs Plunges an Arrow Through Her Heart in 'Meta Angel' Music VideoFKA Twigs doubles as both the hunter and the prey in the newly shared music video for “Meta Angel” from her latest mixtape ‘Caprisongs.’

New Meta Quest update lets you access some settings with a pinchUpdate v37 begins rolling out Wednesday. don't put it on direct sunlight 😛 Am I the only one whose earth sank when I saw a quest in daylight getting its lenses burned? Why do these idiot expose their headsets lenses to sunlight 🤦🏿‍♂️

Jenny Slate Says ‘Marcel The Shell With Shoes On” Has A Meta TwistMarcel the Shell's journey from YouTube to the big screen involves a meta take on viral fame.

Meta Leans In to Tracking Your Emotions in the MetaverseMeta's patents on facial tracking technology could make it a more toxic social force and a bigger privacy risk than Facebook ever was. Opinion by davidzmorris for The Node newsletter. davidzmorris With nestproclub you can have a social-first asset management protocol that democratizes the traditional model to redefine crypto trading and investment, amazing I know. Only nestproclub davidzmorris GAMINGSHIBA_ARMY

fast-growing cloud business also gives it a serious advantage in network scale. Microsoft has made about 39% more in data-center capital expenditures over the past six years than Meta has, according to estimates from Dell’Oro Group. And it can afford to do so with nearly double the social network’s annual free cash flow during that span. In a report last week, Bernstein analyst Mark Moerdler argued that Microsoft has “over many years built what we would argue is the largest breadth and depth of functionality that will be required to deliver the Metaverse platform.” Most important, as a purveyor of cloud-computing services Microsoft is poised to benefit from supporting many metaverse platforms, with Chief Executive Officer Satya Nadella noting on Tuesday’s Activision deal call that “there won’t be a single centralized metaverse.” Newsletter Sign-up The first word on what Wall Street is talking about. PREVIEW SUBSCRIBE It is hard to imagine that Meta, on the other hand, won’t have to go it alone. As an ad-based business , it will need users to spend as much time as possible in its walled garden where it can track and make money from their activity. A Financial Times review published this week of hundreds of Meta’s patent applications underscored this strategy, including technology like eye and face tracking. Meta’s VR headsets might one day be able to tell the company what a user likes even before they “like” it. But the crux of such a strategy hinges upon consumers virtually living on Meta’s platforms. Meta collectively boasts billions of users across its social-media platforms but has only sold between 11 million and 13 million VR headsets over the past four years, according to IDC’s estimates. VR is the portal into the virtual world that Meta envisions. So far, though, the technology mainly has attracted gamers —the very crowd Microsoft will now own a hefty portion of. While the Activision deal isn’t all about the metaverse for Microsoft, it still has the potential to alter that game. Investors given the deal’s regulatory risk and the still-nebulous concept of the metaverse in general. But those who accept Meta’s narrative this early in its transformation might be missing the fact that Microsoft is already deep into it. The Microsoft-Activision Blizzard Deal Key coverage of misconduct allegations at Activision Blizzard and of Microsoft's deal to acquire the videogame maker, selected by the editors