whysonot

tbrooks I'd love to learn more about this -- could I get in touch?

Interesting to see not a single mention of VR/AR

Anecdotally this has not been my experience. Would love to see more data points in various geos at different degrees of surge. That said, this is reason enough to press notify every time now just in case.

> When Iribe said, Yeah, it’s pretty much just about gaming, at least for now, Zuckerberg seemed to lose interest. Facebook was not a video-game company and over the years had moved to make games a smaller part of what users saw when they logged on.

I've seen Mark's vision for Oculus described as the next step in connecting all of the people on the planet in a few pieces now. What interests me about this position is that it implies:

1) gaming and entertainment braodly are not the end game. Instead, the social interactions.

2) VR hardware will see broader consumer penetration in the population not yet reached by facebook than mobile phones

Not sure what I think yet.

(a) Mobile usage > 50% of total internet usage (b) Mobile advertising ~ 25% of total internet advertising

Gap between (a) and (b) represents a ~$25B+ opportunity (slide 16).

Last few years, mobile ads have been propped up by VC funded companies buying installs. This means the opportunity is primarily for brands.

Why do you think it has been so slow? There seem to be enough mobile platforms to advertise on. Are the ad units too expensive for brand awareness campaigns? Or maybe that's wrong and inventory is limited and the platforms aren't charging enough? Maybe large companies are just slow?

I guess I'm trying to understand what shape this opportunity takes. Is it for new platforms to emerge? Existing platforms to sign more customers or charge more for their ad units? Novel ad exchanges to make it easier for companies to advertise on mobile?