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This Week in the Metaverse: EP.07
Meta’s Headset Cuts, Fortnite’s Creative Mode, Solana’s Phone?
On the seventh episode of This Week in the Metaverse, Yon is on vacation so Matthew is joined by Mario Stefanidis, the Vice President of Research at Roundhill Investments and one of our esteemed season 1 guests.
We broke down three news items that we thought were influential to the development of the metaverse and on which we believe we can provide unique expertise and analysis.
First, we look at TF Securities’ analyst Ming-Chi Kuo cutting his shipment forecast for Meta’s VR headsets amid a strategy shift and economic headwinds. We discuss what this means for the company’s overall metaverse strategy.
Second, we discuss the rapid growth of Fortnite Creative mode and assess the competitive threat to Roblox, particularly for branded, monetizable experiences.
And last, we break down the news that Solana is launching a smartphone and a software stack to help build blockchain phones.