๐๐๐ญ๐, ๐ฅ๐ ๐ง๐ฎ๐จ๐ฏ๐ ๐๐ฉ๐ฉ๐ฅ๐?
Lo scorso giovedรฌ Meta ha avuto un movimento verso lโalto di diversi punti percentuali, e la notizia principale รจ stata il taglio delle spese per il metaverso del 30%.
In realtร , questa notizia ne ha oscurato una seconda, secondo me molto interessante: lโassunzione di ๐๐ฅ๐๐ง ๐๐ฒ๐, storico responsabile del design delle interfacce Apple, nonchรฉ creatore di ๐๐ข๐ช๐ฎ๐ข๐ ๐๐ฅ๐๐ฌ๐ฌ, il nuovo linguaggio visivo di iOS, macOS e watchOS.
Lโobiettivo di Zuckerberg รจ evidente: ๐๐ฅ๐๐ฏ๐๐ซ๐ ๐ข๐ฅ ๐๐๐ฌ๐ข๐ ๐ง di Meta. Dye guiderร un nuovo studio creativo in Reality Labs, ma la vera rivoluzione รจ nelle parole di Zuckerberg: "๐ญ๐ซ๐๐ญ๐ญ๐๐ซ๐ ๐ฅ'๐ข๐ง๐ญ๐๐ฅ๐ฅ๐ข๐ ๐๐ง๐ณ๐ ๐๐จ๐ฆ๐ ๐ฎ๐ง ๐ง๐ฎ๐จ๐ฏ๐จ ๐ฆ๐๐ญ๐๐ซ๐ข๐๐ฅ๐ ๐๐ข ๐๐๐ฌ๐ข๐ ๐ง".
ร chiaro che Meta si stia avviando verso una trasformazione. Da semplice social network che guadagna dalle pubblicitร , l'azienda punta ora a diversificare le entrate vendendo dispositivi e soprattutto ๐ฌ๐๐ซ๐ฏ๐ข๐ณ๐ข. L'obiettivo รจ offrire unโesperienza in grado di unire le interazioni sensoriali (come i ๐๐๐ฒ-๐๐๐ง ๐๐๐ญ๐, le cui vendite sono triplicate nellโultimo anno) con i social network.
Penso che questo possa essere uno sviluppo molto interessante, ma anche costoso. Non a caso, Meta sta investendo grossi capitali nellโintegrazione dellโIA nel proprio ecosistema. Tuttavia, se la domanda hardware si rivelasse meno forte del previsto, Meta potrebbe comunque contare sul proprio core business, altamente profittevole e in forte espansione nei paesi emergenti.
Una cosa รจ certa: ๐๐ฎ๐๐ค๐๐ซ๐๐๐ซ๐ non รจ un CEO passivo e cerca sempre un modo per evolvere la propria azienda. Questa รจ sempre stata la forza di Meta che, nonostante le dimensioni, continua a crescere del 20% l'anno.
$META (Meta Platforms Inc)$AAPL (Apple)$NSDQ100$GOOGL (Alphabet Inc Class A)$SPX500... Show More Translate
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