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The Internet changed the world and created hundreds of billionaires

The Metaverse will be 10x that and is just getting started

Here's a thread on the Metaverse and how YOU can profit

What is the Metaverse?

The exact definition is unclear, but we are coming to an agreement on key components.

Mass concurrency: large amounts of people
Common language/protocols
Forward compatibility: The ability to exist whilst simultaneously evolving

Its always 'on'
It's experienced 'live' and in real time
Fully functioning economy
Spans across platforms (both digital & physical)
Experiences & content will be created by users & corporations

If I had to put it into words - It's the added value from the blending of our digital and physical worlds, adding to each of our senses (sight, sound & touch) with the use of XR technology.

Lets dig deeper...

EPIC's Tim Sweeney has a vision for the Metaverse.

•A real-time 3D social medium where you interact in a social/virtual world. It could be purely games, purely social, or somewhere in-between.

•Not just built by one 'meta-corporation'.

•It will be a participatory medium of a type we haven't seen yet ( $RBLX, Fortnite & Minecraft exhibit certain elements, however these are far from complete) https://twitter.com/TimSweeneyEpic/status/1342697699179700224?s=20

What is the catalyst?

We have reached a point where the demand, software and hardware are reaching critical mass.

Each of these 3 elements need to come together in order for the metaverse to catapult into its next phase.

Demand

• Almost the entire developed world interacts with the internet in some way.
• Online gaming industry was worth over $150B dollars last year
• Over 2.5B gamers experience virtual worlds every day
• VR/AR technology is becoming mainstream with $FB/ $SNAP/ $MSFT

Software

We have some of the tools to build the metaverse...

• Unreal/Unity Engine (metaverse equivalent of Androis vs iOS)

• $NVDA's new omniverse technology

• Internet infrastructure not yet suitable (e.g. fortnite only supports 100 concurrent players in a server)

Hardware

The hardware is in relatively early stages, but we are building!

• $FB/ $SNAP/$MSFT/others developing AR devices
• $FB/ $SNE/HTC/others developing VR devices
• Nvidia is increaseing computing power

however...

• Most devices at an early stage of development

To summarize...

The demand for these virtual worlds is at a critical mass - consumers are normalizing virtual interactions.
The software tools are available to all (Unity/Unreal).
Hardware is in the early stages - but taking big leaps.

So how can we, as investors, profit from this technological trend?

Let's break down the possible different components...
Hardware - AR/VR
Software - Platforms/tools/games
Infrastructure - 5G/processing power/payments

Augmented Reality - bridging the divide between digital/physical worlds.

• $FB - Developing AR glasses
• $MSFT - Hololens & software
• $AAPL - LIDAR capabilities
• $SNAP - AR e-commerce
• $VUZI - AR in workplace

Virtual Reality - providing the ability to fully immerse within a 3D virtual world.

• $FB - Oculus devices
• $SNE - PSVR
• $GOOG - HTC devices
...many more...

Platforms - "something is a platform when the majority of content people spend time with is created by others"

• $RBLX
• Minecraft ($MSFT)
• Fortnite (Unreal Engine) - (Tencent $HKD has a large stake in EPIC)

Tools - Games engines are used to create the 3D Virtual worlds. 2 main competitors here.

• $U - Unity Engine
• EPIC - Unreal Engine (not traded publicly, though you could gain exposure through investing in Tencent)

...and...

• $NVDA - Omniverse (new)

5G - enabling the transfer of large amounts of data at a low level of latency, meaning we can use these devices outside of our homes.

(I'm not knowledgeable on 5G stocks, so please do add any suggestions)

• $QCOM
• $TSMC
• $INTC

Processing power - with the exponential increase in the amount of data being processed every second, we will need more powerful computers to process the data.

• $NVDA
• $AMD
• $INTC
• $TSM

Payments - for there to be a functioning economy within the metaverse, there needs to be a payment system built for the digital world.

It could be crypto.

It could be an evolved iteration of a current payment infrastructure (e.g. $PYPL or $SQ )

It's hard to predict.

To summarize...

The metaverse is more of a concept at the moment.

But it's a concept that is quickly becoming reality as technology develops and the line between digital & reality continues to blur.

There is still a long way to go, but the early signs of a Metaverse are here.

I'll leave you with a quote from @ballmatthew - the 'go-to' person on all things 'metaverse'...

"The Metaverse has become the newest macro-goal for many of the world’s tech giants..."

"As I outlined in February of 2019, it is the express goal of Epic Games, maker of the Unreal Engine and Fortnite..."

"It is also the driver behind Facebook’s purchase of Oculus VR and its newly announced Horizon virtual world/meeting space, among many, many other projects, such as AR glasses and brain-to-machine communications..."

"The tens of billions that will be spent on cloud gaming over the next decade, too, is based on the belief that such technologies will underpin our online-offline future."

https://www.matthewball.vc/all/themetaverse
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If you enjoyed and would like to see a more detailed article on this topic, then please give a like/RT on the original tweet in this thread - it means a lot! https://twitter.com/Innovestor_/status/1391168459510276096?s=20