metaverse
20 statements across 7 episodes · 2 bullish · 9 bearish · 2 people on the record · first statement Oct 18, 2021 by Benedict Evans · across every show →
Everything said about metaverse, oldest first
Oct 18, 2021 bearish
Evans: Facebook cannot centrally build the metaverse
“And now you hear people at Facebook saying, well, we're going to build the metaverse. It's like sitting down in 1994 and saying, well, now we're going to build the web. You know, it's like news corporate, it's like news corporation in 1994 saying, oh, well, wh…”
Oct 18, 2021 neutral
Evans: Metaverse is a conceptual umbrella, not an investable product
“You get a whiteboard and you write VR, AR, social, crypto, place, tradable goods, creator economy, and you draw a box around this and above the box you write metaverse. Like, okay, but that doesn't mean it exists or you can buy it or invest in it. It's just a …”
Oct 18, 2021 neutral
Nov 8, 2021 bullish
Evans: Boring enterprise SaaS will out-mint Web3 billion-dollar companies
“While tech is obsessed with Web three and metaverse, There's going to be an awful lot of billion dollar companies that do something that sounds really boring until you describe what it is and you think, oh yeah, I can see how that would be useful.”
Nov 15, 2021 bullish
Nov 15, 2021 neutral
Nov 15, 2021 bearish
Evans: The 'metaverse' is just a mood board of 10-year tech trends
“There's no such thing as metaverse. Metaverse is everything cool that will happen in the next 10 years. Mainly centered on some combination of AR and VR and gaming, and self-expression and self-identity, and then a mood board of other stuff.”
May 16, 2022 neutral
May 16, 2022 bearish
Evans: Designing metaverse social networks ten years early is futile
“The challenge is at this point, we're sort of designing social networks in 10 years time. Which kind of comes back to my, you know, the more we spend time we spend saying, so this is how I think it's all going to work. The more you're like, we have no idea how…”
May 16, 2022 neutral
Evans: Web3 and the Metaverse Are Completely Independent Technologies
“And so I think that, you know, there's sort of a grounding point, you know, if in five to 10 years, we are all using consumer services or business services or, you know, infrastructure or something that's all running on blockchains, which is basically what we …”
May 16, 2022 negative
Evans: Metaverse standardization efforts resemble cable TV, not the internet
“The more that you try and make things open and standardised, And interoperable and portable, the more you're actually describing cable TV, not the internet. Because the whole fucking point of the internet is actually how little of it is standardized, as much a…”
May 16, 2022
Brown: Metaverse interoperability is driven by identity and social signaling
“It's tied to you as an individual and what you're trying to say about you and bring it into other spaces, which essentially is what we do as human beings. Like, why do I wear a certain, I know you don't wear caps or hats, but why would you wear a football team…”
May 16, 2022
Evans: Forecasters should make specific predictions to be wrong in useful ways
“It's always kind of much more useful to try and find the middle ground between, like, of course you can't predict what we'll be doing on the internet in 15 years' time, but to try and get specific about, well, what is it that you think that would do or not do,…”
May 16, 2022 neutral
Evans: Billions using smart glasses as primary computing is a decade away
“And the same thing for quote-unquote metaverse, which is, you know, what point do we think we might have billions of people wearing something that looked like a pair of glasses as their main or only computing experience? And is that, that, and that's a sort of…”
Jul 18, 2022 neutral
Oct 31, 2022 negative
Evans: Treat Current VR and AR Projects Strictly as Pure Experiments
“And so even if you think that VR and AR are going to work and are going to be the universal thing, think of anything you're doing now as pure experiment, pure learning, pure interest, with no expectation that this is going to be meaningful.”
Oct 31, 2022 negative
Oct 31, 2022 bearish
Evans: Metaverse discourse is an inorganic, utopian wishlist rather than reality
“It's this top-down, centralized, inorganic, deterministic, predetermined, sort of ideal, republic, utopian vision of this is how the internet will work. And it's got all these kind of other ideas attached to it, like I was describing this as like Katamari Dama…”
Oct 31, 2022 negative
Evans: Debating separate metaverse regulations is completely ludicrous
“And hence people saying, should we regulate the metaverse, or how will politics work on the metaverse, is just completely ludicrous. It's like saying, should we regulate the mobile internet differently from the internet? Well, no, it's just the internet. And, …”