Disney readies metaverse push as CEO calls it 'next great storytelling frontier'

DecryptPubblicato 2022-02-16Pubblicato ultima volta 2022-02-16

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Disney has promoted an executive to lead its metaverse efforts, and the CEO said he's been "blown away" by the firm's work so far.

We soon could see Disney's enviable library of characters, properties, and experiences in the metaverse as the future vision of the internet develops. The mouse house is making big moves in the space, today announcing the creation of a new position to oversee its metaverse plans.

Disney CEO Bob Chapek told employees in an internal email, seen by Decrypt, that the company has promoted Mike White from within to "a new role: Senior Vice President, Next Generation Storytelling and Consumer Experiences." The position will focus on Disney's work toward metaverse experiences. The news was first reported by Reuters.

In the email, Chapek described the company's nearly 100 years of technological innovation and the development of various entertainment properties—and how all of that can come together in the metaverse.

"This is the so-called metaverse, which I believe is the next great storytelling frontier and the perfect place to pursue our strategic pillars of Storytelling Excellence, Innovation, and Audience Focus," Chapek wrote. "Teams across the company are exploring this new canvas, and I have been blown away by what I’ve seen."

Chapek has previously hinted at the firm's ambitions in the space, including last November when he told investors that the company is preparing for "our own" metaverse. The company also recently posted job listings for NFT experts, signaling potential integration with the metaverse ahead.

The metaverse refers to a future, more immersive version of the internet that users experience with 3D avatars. It may be built using blockchain technology, with NFT assets used to represent ownership in avatars, items, and even virtual places, although it could be several years before a functional metaverse truly takes shape.

"While the storytelling that will define our metaverse presence will of course emanate from our creative teams, Mike will establish our overall vision and strategy for the consumer journey through these new story worlds," Chapek added in the email, which further mentioned collaboration across various Disney divisions and potential partnerships.

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SaaS Battle Royale: The Survivors Who Win All Share One Common Trait

**Summary** The AI revolution has triggered a "SaaS apocalypse," forcing a brutal market shakeout. The key dividing line is the pricing model. Companies like Snowflake and Datadog, which charge based on consumption (e.g., data processed or compute used), are thriving. AI workloads actively *generate* more demand for their services, fueling growth. Datadog's accelerating revenue is a prime example. Microsoft and Palantir, as platform/ecosystem players, also benefit by acting as essential channels for AI deployment. In contrast, traditional SaaS firms built on per-seat or per-task licensing (e.g., Intuit, Adobe) face direct pressure, as AI threatens to automate the very human tasks their software supports. Companies like Salesforce, a per-seat giant, are caught in the middle. While showing strong AI monetization (e.g., its Agentforce platform) and experimenting with consumption-based "Flex Credits," its stock remains under pressure, illustrating that the market rewards *completed* transitions, not just the intent. The recent Microsoft Build conference underscored key trends: AI is evolving from an assistant to an autonomous "agent," and platform providers like Microsoft are consolidating their control. The market's recovery is highly selective, focused on identifying which companies are "fed by AI" versus "eaten by AI." Future focus will be on the diffusion of this recovery to transforming companies and the real-world adoption data of AI agents like Microsoft Copilot.

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Can DeepSeek Save China One Trillion Dollars?

"DeepSeek and the $1 Trillion Infrastructure Question" The article examines whether DeepSeek's AI optimization breakthroughs could potentially save China $1 trillion in future AI infrastructure costs. The analysis begins with Nvidia's upcoming Vera Rubin AI platform, costing ~$7.8 million, where memory (HBM4/LPDDR5X) constitutes $2 million—a 435% cost increase in one year, highlighting how AI hardware spending is shifting toward expensive memory components. DeepSeek's approach works in the opposite direction. Through three key technical innovations showcased in DeepSeek V4, the company dramatically improves hardware efficiency: 1. **Memory Compression (MLA)**: Re-engineers the attention mechanism to compress long-context memory (KV Cache) by over 90%, drastically reducing expensive HBM usage. 2. **Selective Activation (MoE)**: Employs Mixture-of-Experts architecture where only a small fraction of parameters (e.g., 49B out of 1.6T in V4-Pro) are activated per token, allowing most parameters to reside in cheaper memory/SSD. 3. **Computation Caching**: Reuses previously computed results via cache hits, replacing expensive GPU computations with cheap memory reads. Combined, these optimizations allow the same hardware to produce approximately 4x more tokens, effectively reducing required hardware investment by 75%. DeepSeek's pricing reflects this: a 10-billion token workload costs ~$522 monthly versus ~$9,000-$10,000 for competitors. The $1 trillion savings projection stems from McKinsey's estimate that global AI infrastructure will require ~$5.2 trillion investment by 2030. As China's daily token consumption grows toward quadrillions, even marginal efficiency gains scale massively. With a conservative 4x throughput improvement, China could avoid building tens of thousands of AI data centers equivalent to ~7 trillion RMB ($1 trillion) in saved investment. Critically, this strategy shifts dependency from scarce, expensive GPU/HBM—where China lags—toward more accessible storage, caching, and systems engineering where domestic suppliers like CXMT are gaining strength. Rather than "replacing Nvidia," DeepSeek rebalances AI's value chain away from monolithic hardware dependency. Ultimately, DeepSeek's technical breakthroughs could lower the barrier to AI adoption across Chinese industries by making advanced capabilities affordable at scale—transforming who can access next-generation AI.

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