With 380MM MAUs, Roblox probably counts more players than the entire AAA gaming ecosystem, is more played than Disney+ is watched, and is starting to rival smaller social networks in scale. But Roblox has yet to profit. How can it become a business comparable to its operating scale?

Nine thoughts on Apple’s own expectations and spend, what the Vision Pro has and hasn’t achieved, fair and unfair evaluations, and more after six months

Lessons on unexpected inspiration, UGC video games, and a four-decade quest to build the Metaverse.

Tim and Neal’s thoughts on the definition of the “Metaverse,” its technological and economic growth, Neal’s reaction on the day Facebook changed its name to Meta, the future of Fortnite, their thoughts on Apple’s Vision Pro, blockchains, and the ethics of Generative AI, plus “Snow Crash 2," and much more.

What it will take for headset sales to cross 100 million annually, the specs of Boz’s dream headset, Meta’s spending on Reality Labs, whether and when developers might get access to the Quest’s raw camera feed, the many inventions required to ship optical AR glasses, the role of AI, and more.

The box office is in trouble — again. And there’s little to learn from which desert action epic thrived, why Fall Guy fell short and Inside Out 2 opened bigger than The Incredibles 2. It’s just about time and change.

The FULLY REVISED & UPDATED Edition to my worldwide hit 2022 book drops in July. 80% new, including 40+ new charts, several new chapters (AI, XR, crypto), and dozens of new coverage areas

Thoughts on corporate strategy formulation in the “age of AI,” the messiness of these strategies, and lessons from the past.

What’s old is new again, but sometimes reinterpreted, distorted, or weighted with what came in between. What matters, doesn’t, and where most agree we’re headed.

If you’re a player or casual observer, the video game industry seems to have it all. Yet growth is now illusory, layoffs abundant, and game/studio shutdowns common. Why? And how might things change?

Meta’s Reality Labs losses may be eye-watering, but such investments aren’t rare - and they’re looking increasingly essential to building (or disrupting) a billion user platform.

A free and chart-filled mini-book on where we are in the Streaming Wars, have been, and will go.

Thirteen years after XR devices became a big tech obsession, VR/AR devices are not just behind schedule, they still seem far away. Why?

An essay on trade wars, unexpected successes, and the once but not future kings of the big screen.

(Article is in Chinese and is paywalled)

Why should anyone care about the metaverse? Expert Matthew Ball explains what it is, what it isn’t, and why it matters.

I adapted my book THE METAVERSE for TIME Magazine’s double issue cover story.

Quick links to my book tour on THE METAVERSE

Reviews, blurbs, and details on my Book, THE METAVERSE. Published by W.W. Norton | Liveright in July 2022.

Auctioning my most influential essay, in partnership with the FWB DAO