Facebook’s metaverse strat is focusing heavily on capability / platform, and not content / single-awe-of-moment. To them it’s possibly okay if vrchat wins at the expense of horizon worlds, _just as long as majority of peeps access it via quest_ which they do: https://metrics.vrchat.community/?orgId=1&refresh=30s ← quest users now outnumber pc ones 1:2.
Consider the apple & appstore fiasco, whereby apple can basically, in one OS update, kill retargeting by introducing privacy popups into apps at os level, kneecapping the entire ad industry (single major reason for FB’s this quarter _decline of revenues for the first time ever_); and unilaterally decide, that everyone who takes payments for digital services, and has an an app on ios (read: entire B2C SAAS market) now has to pay 30% to them. _and make it a reality_ on pain of removal from app store. _and it works_.
Basically, FB wants to position itself into the same capability / platform play -they control the device, they can dictate terms for everyone building on top of it.
Cross-posting some thoughts:
Facebook’s metaverse strat is focusing heavily on capability / platform, and not content / single-awe-of-moment. To them it’s possibly okay if vrchat wins at the expense of horizon worlds, _just as long as majority of peeps access it via quest_ which they do: https://metrics.vrchat.community/?orgId=1&refresh=30s ← quest users now outnumber pc ones 1:2.
Consider the apple & appstore fiasco, whereby apple can basically, in one OS update, kill retargeting by introducing privacy popups into apps at os level, kneecapping the entire ad industry (single major reason for FB’s this quarter _decline of revenues for the first time ever_); and unilaterally decide, that everyone who takes payments for digital services, and has an an app on ios (read: entire B2C SAAS market) now has to pay 30% to them. _and make it a reality_ on pain of removal from app store. _and it works_.
Basically, FB wants to position itself into the same capability / platform play -they control the device, they can dictate terms for everyone building on top of it.