(Preview) Virtual Reality and the Innovator's Solution, Meta Embraces the Android Approach, Uber as an Aggregator

Ben proposes a potential update to Clayton Christensen's theory of disruption, why the latest round of Meta market skepticism is not as crazy as the last few episodes, questions about Facebook and Apple, and an emailer wonders whether Uber is the future aggregator for transportation and beyond.

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Meta and Open — Stratechery

Does VR Matter?, Modular Products and Defining New Markets, TikTok Acquirers — Stratechery Update

Apple Rivals Retool to Challenge the iPhone and Vision Pro — Bloomberg

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