Morgan Stanley: Apple holds the keys to the Metaverse

Facebook-owner Meta Platforms and Google-owner Alphabet may have ventured earlier than many into the next big thing, but Apple holds the keys to the Metaverse, Morgan Stanley says.

Morgan Stanley: Apple holds the keys to the Metaverse

Thyagaraju Adinarayan for Bloomberg News:

Facebook and Google have been investing in virtual reality and augmented reality technologies — a gateway to the virtual worlds in the “Metaverse,” but mass market adoption of “either AR or VR will occur when Apple enters the race,” a research note from the bank said. The consensus belief was based on a survey and chats with a number of upcoming VR/AR companies.

“The benefit of Apple’s more patient approach to entering new markets is that the chances of success increase with a more informed approach to disruption,” wrote technology analysts Katy Huberty and Erik Woodring. Though Apple is “notably absent” on AR/VR hardware, analysts highlighted how Apple didn’t enter the smartphone market until 2007, much later than Nokia Oyj and BlackBerry Ltd.

MacDailyNews Take: Yup.

Apple’s work in AR, VR and forthcoming VR headests and AR smartglasses has been many years in the making:

This will be smart glasses done right.MacDailyNews, November 8, 2017

Stylish eyewear that actually delivers useful data to wearers is potentially a huge market and Apple is exactly the company to deliver just such a wearable.MacDailyNews, January 25, 2017

Augmented Reality is going to change everything.MacDailyNews, July 21, 2017

Someday, hopefully sooner than later, we’ll look back at holding up slabs of metal and glass to access AR as unbelievably quaint. — MacDailyNews, July 28, 2017

The impact of augmented reality cannot be overstated. It will be a paradigm shift larger than the iPhone and the half-assed clones it begat. — MacDailyNews, August 4, 2017

Imagine what could be done with AirPods coupled with a pair of Apple Specs. The sky’s the limit! — MacDailyNews, November 17, 2016

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  1. I’ll believe that when it happens. Same with the AppleCar. Apple must enjoy always being the last company to enter the market but it doesn’t seem as though there’s a reason to always do that. It’s usually the first to enter companies that get all the glory and early investor flood of money. Apple gets in when the early money starts to dry up. All these companies that just utter the word “meta or metaverse” are getting all the investors. Apple is notably absent from the metaverse which is quite obvious. Being late to the party might be fashionable in the social world, but when it comes to the stock market it just means missing out on the low-hanging money fruit.

    1. You mean, kind of like the opposite of the iPhone…where the low-hanging money went to Blackberry and other luddite ideas with a physical keyboard? Needless to say, they are all dead and gone…except for presence in the Smart Phone Museum.

      If later entry means capitalizing on earlier, less mature/refined ideas, could this perfectly exemplify the maxim; “work smarter–not harder?”

      I’ll bet a thousand bucks, Tesla will be a prime example of an early runner, only to be passed thoroughly and speedily by superior tech. In addition, I wager these with superior solutions, will also make regular and greater profits…w/o govt handouts.

      There are exceptions, but Apple’s rep of slow and sure, is nothing but a feather in their cap. The prob with EVs is the energy/the battery…storing energy is the biotch. My guess and hope is AAPL’s long, quiet and dedicated focus on renewable energy–in their own world–will prove to be hugely beneficial in advancing a REAL solution to the EV problem. For this reason, I’ll take their resistance & discipline to the many that would fill their coffers with “low-hanging money fruit,” with reasonable anticipation Apple will put an enduring (practical and financial) and stake in the significant EV problem(s).

  2. Please make the universe that will be known as “meta,” different than the version Mark is planning.

    “Real life” doesn’t need to be scorned, or deemed less desirable than Markie’s World.

    I vote that Mark creates his own world and lives there in the house of his dreams and he brings with him all with the same haircut.

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