In this paper, I will try to explain why I believe Snap is structured to win the social media war over the long term. I will also highlight the three key secret weapons around Snap’s vision to become the main connector between our physical and our digital world: (i) hardware with Spectacles, (ii) Augmented Reality capabilities, (iii) map... See more

We love AR, but new entrants need to be able to differentiate meaningfully from existing platforms who are able to simply add more AR features to an already captive audience. While the widening of access to AR technology via existing channels (e.g. extensive filters) has been helpful in driving mass market adoption and familiarization, it’s also... See more

Last week, Niantic (the makers of Pokémon GO) announced Lightship, a developer platform for localized augmented reality. AR will transform how we communicate. Virtual reality, for its part, also continues to pick up speed. It’s been overhyped for a decade, but I expect we’ll look back and realize the hype was deserved all along; it just came too... See more