Samsung
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Platformonomics TGIF #144: October 30, 2026
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email The new CAPEX numbers are here! The new CAPEX numbers are here! My Writing Follow the CAPEX: Q3 2026 Scorecard A chart that got left on the…
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Fumbling the Future: Virtual Reality Edition?
TL;DR Facebook’s Oculus virtual reality play is far from a sure thing. Fumbling the Future is a great book that plausibly explains why Xerox merely copies and prints, despite having pioneered foundational elements of computing at PARC, including bitmapped displays, local area networking, WYSIWYG document editing, object-oriented programming and built the first GUI computers. More…
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Segmenting Virtual Reality
When you say virtual reality today, most people think of Oculus VR. They singlehandedly resuscitated the ‘90s flash-in-the-pan that was virtual reality (with no small help from Moore’s Law). But the space is developing quickly and there are multiple segments emerging with very different capabilities, price points and challenges: PC VR – the Oculus Rift…