Understanding The Metaverse: All Digital Worlds, Not Just Virtual Reality

Nov. 14, 2022 2:53 PM ETRBLX, META, MSFT10 Comments

Summary

  • The metaverse is a modern computing/simulation concept that is commonly understood by investors to be much more narrow than it really is.
  • While most pronounced in the context of virtual reality & Meta, the metaverse actually does not necessarily implicate hardware whatsoever; the most successful metaverse products to date are purely digital.
  • What the metaverse is actually is the totality of all real-money valued digital worlds where people can both participate as well as create.
  • This requires a foundational layer of digital assets in order to exist, which has been accomplished remarkably well by companies such as Roblox & Minecraft. There are several revenue models for this, to be discussed in a further article.
  • The astute investor must keep in mind that the real market definition of metaverse is as such, and not simply the subset of the metaverse that can be accessed through virtual reality hardware.

Woman gliding through metaverse on skateboard

We Are

Keystone Metaverse Products & Conceptual Evolution

The metaverse is a novel concept that seems to often be misunderstood by the investment community. Although most notably discussed in the context of virtual reality and its associated hardware, the metaverse is

WorldofWarcraft.com

WorldofWarcraft.com

Minecraft.com

Minecraft.com

Roblox.com

Roblox.com

Fortnite.com

Fortnite.com

Meta.com

Meta.com

FlightSimulator.com

FlightSimulator.com

This article was written by

Equity long/short, value and growth investing.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Recommended For You

Comments (10)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.