The metaverse represents the next major evolution in computing. But where are the real wins occurring? Equity portfolio managers Doug Rao and Denny Fish explore the key considerations for investors interested in powering the virtual worlds of tomorrow. They explain the importance of separating hype from reality by focusing on the building blocks that are enabling innovation.

Key takeaways

  • To us, the metaverse represents a more immersive extension of the internet where individuals can engage with friends, businesses and entertainment.
  • While the metaverse tends to be defined on a consumer level, there are a host of ways that it can evolve for enterprise use cases that we believe could present even bigger opportunities.
  • Because the metaverse requires hardware, cloud computing and other components that will allow for full immersion, we believe opportunity lies in the building blocks that will enable faster and more effective innovation.