The Disillusionment of the Metaverse: An Investment in Logic and Philosophical Thought in One Chapter

It's been several months since Facebook changed the name to Metaverse, but discussions about the Metaverse continue. On January 18, 2022, Microsoft announced that it would acquire video game giant Activision Blizzard for $68.7 billion in cash. Microsoft CEO Nadella said games "play an important role" in the development of the metaverse, while Activision Blizzard CEO Kotick said in an internal statement that the "metaversization" of games is the main reason why the company accepts the management of Microsoft.

Until now, there's been no idea bigger, more resolution, more ambiguity, and better suited to hype than the Metaverse. Although the idea of ​​the metaverse being the future of digital and the continuation of the internet is vaguely thought out, what is the evolutionary path and final form of the metaverse?

After covering a wide range of information related to the metaverse, Scale Partners provides them with an understanding of the concept and the conceptual basis of the metaverse. We strive to eliminate deception, retain facts, and make it easier for our readers to understand the most important points of metaverse information and identify multiple metaverse terms or content.

This report, published jointly by Capital and Litecon Intelligence, is scheduled for December 2021.

metagalaxiasense

Defining the next area of ​​the metaverse is difficult as is explaining what a cell is. However, we must first define the metaverse.maybe what. The analysis of the famous philosopher Zhao Tingyang on the word metaverse itself is very enlightening. An English sentence can be understood as "version" and meta has two meanings. One is "outside of something."another pieceanswer "and the second is" behind somethingmost importantBecause metaverse ideas must be backed by real energy, the metaversemost importantThe entire universe will exist beyond the real world. In other words, the metaverse is more of a "superworld".

Here, we've updated Metaverse's description by Chen Xu, founder of MetaZ and former chief consultant of MIT Technology Review, to help us understand the transition. The real physical world, but the digital world to participate and live in the digital identity of human beings. Here are three key points to explain to the reader.

a. "Digital Identity" vs "Digital Account". Digital accounts are only part of our digital identity and collect part of the information about each of us. Each digital number itself is connected to the real person. In the metaverse, everyone can have multiple digital numbers.

b. "Participation" means "free participation".Metaverse is not owned by any particular country or company.,No pre-written story, no characters, no endings or key points such as game deletion.Everyone in the metaverse has the right to participate in creating policies and creating their world.

vs. Being "alive" is not the same as being "seen". The form of interaction and knowledge in the metaverse differs from the way we use our computers or smartphones in the words of Zuckerberg, the metaverse is "interactive and internet-based" where all prior knowledge is the digital world. .

If we accept the discussion above, we believe readers can easily decide the following:VR / AR, multiplayer games, UGC platforms in 3D virtual worlds (including Roblox), NVIDIA's Omniverse platform and other non-metaverse, such as smartphones, mobile applications, Douyin and other platforms. UGC video forms, and construction equipment. It differs from mobile internet.

broad sense and narrow sensemetaverse

The reason so much of the current discussion about metaverses occurs "more than consensus" is due to inconsistencies in understanding the meaning of metaverses, including metaverses that are not explicitly stated by the authors. So you need to understand the "two versions" of the metaverse.

Narrow Metaverse:

Have an offline physical worldcomplete recipeIn the digital world, online and offline are closely linked. People in the real world are people in the metaverse. The cramped metaverse concept can be said to be one of the best complete maps and virtual world that it currently is, which can be understood as the situation with the digital twins has been pushed to its conclusion.

Ib generalized metaverse tug:

A metaverse in the broadest sense is not content with the complete map of the real and digital world, and the digital world need not influence all or part of the real world. Thus, theoretically, the number of general metaverses can be infinite. Pushing the general metaverse all the way is partly in the "Matrix", scenes seen by humans in the Matrix (I'm not talking about brain-computer interaction here).

The trivial question about the general metaverse is: if there are too many metaverses, how do we communicate between the metaverses? It should be noted that the problem of companies building their own electricity is not good even if it affects the current management.

months of metaverseThe quantity of

If you think about it, you can see that more than 90% of the metaverse value discussions are important in determining the value of the VR/AR industry. So what is the value of the main metaverse explanation? That's what I read and thought.

1. Empower people to create the world they want, create or nurture relationships, and get to know their people.

It should be noted that the metaverse allows people to know their conception of life, which is used as follows.

In the metaverse, people get to know each other better and gain insight by making rules, interpreting results, and knowing their ideas.

b) It is human nature to be free from interference. The metaverse can help you relate to others and lead to better relationships.

2. Slowing down the development process of the Internet regarding the threats that AI and robots can inflict on humans.

Now, the improvements of the Internet in the visual (text, image, video, live) and auditory (audio) domains have made it possible to expand the various rooms. In the future, Metaverse will overcome the current situation of change and competition of large enterprises against the impact of the largest automobile division, and realize the digitization of the human mind in five senses: sight, hearing, touch, smell and taste.

b. In the future, the massive use of AI and robots will cause a lot of problems (a lot of people lose their jobs, etc.), create new working models, working models and new positions. Metaverse empowers people to create new values ​​to bring solutions to the real world.

Three elements of the metaverse as wellBasic Support Skills

For first-time venture capitalists and investors, how do you determine if a project interacts with the metaverse? Combined with the discussion of the metaverse concept in the first section, I consider the following three points to be important:

1.Hardware equipment that offers past and unknown experiences:The most intuitive form of metaverse is the virtual world in which all knowledge is digitized. Therefore, the importance of hardware tools that can provide users with a real and comfortable experience is a real personal experience.

2.Identity system:There must be sufficient separation between the metaverse identity system and the actual identity. For each digital number to exist independently and in the long term, none of the metaverses have "superpowers" to control or eliminate the digital symbols.

Three.Pricing system:Such as operating and marketing policies. The rules of operation of the Metaverse were not set in advance by any centralized organization, and the economic system of the Metaverse would represent all new and established relationships.

Obviously, from a practical and practical point of view, blockchain is undoubtedly the key supporting technology of the metaverse. On the other hand, the personal system must depend on:block chaindecentralized functions must be independent; on another sideblock chainNon-fungible tokens (NFTs) are objects in the digital world (games, artwork, writing, digital music, etc.)indivisible, indivisible(thereby solving the problem of unique products) Track ownership of these items or product information, allowing people to trade and exchange digital products.

Note: Blockchain cryptocurrencies fall into two categories: tokens and tokens. The former represent Bitcoin, Ether, etc., which have their own key chains and use on-chain markets to hold the data. Connect to existing blockchains and write data using smart contracts. Tokens are divided into two types: homogeneous tokens and non-uniform tokens, formerly interchangeable and infinitely divisible, the latter being inseparable, convertible and symbolic.

metaverse6 Declaration of investment

Metaverse could become the second richest person after smartphones.Embedded innovation opportunities.From today's point of view, the difficulty of using the metaverse can be considered similar to the difficulty of creating the Internet world in the 1980s. We have compiled a Metaverse 6 investment report to help traders and investors better identify and seize opportunities.

1.Hardware and operating system

The nature of the metaverse requires devices that provide three-dimensional data display and interaction solutions, while electronic devices such as smartphones and tablets separate people from each other. Earth data originates screens, allowing them to interact only with interference with the outside environment. Actually. Therefore, the material time of metaverse concept focused on VR/AR/MR devices which can bring past experience and simulation effects. In the future, more accessories will be used for the all-in-one XR unit to provide users with better sight, feel, touch, taste and smell.

An operating system is a combination of users and devices that manages and manages all hardware and software components. Historical experience shows that the power consumption of XR hardware will be higher than that of XR hardware itself. As time is running out in the working class war, those who can challenge the proper balance between developer and consumer stand a better chance of winning.

2. Backbone infrastructure

2.1 Network communication

So that more users can constantly interact and share in real time in a virtual environment, more data can be sent and received securely, and 4G networks are more visible. - Load scale data. Images, videos, bulk files and other high-quality data can be easily transmitted over the metaverse of 5G networks. At the same time, the characteristics of the experience and the status of the application lead to a high demand for communication latency, and the low characteristics of the 5G network can be met as needed.

2.2 Power/cloud calculation and edge calculation

Since metaverse data will be presented in a triangle, and more users can easily and individually join it, the use of metaverse data will result in the greatest demand and stability of computing. Achievements in quantum computing are needed to solve this computational problem.

Also limited by things like network bandwidth, computer connections, and data protection security, cloud computing with edge computing is now an option that is not possible. Cloud computing is a global solution for long-term, non-real-time data processing and monitoring, which can be useful in long-term monitoring, business decision-making and more. time, short-term data processing and analysis, real-time intelligent decision-making, and local market-based intelligent decision-making.

Note: Edge metering refers to the open distribution platform that brings together the core network, metering, storage, and key application functions at the network edge near the data center. It can act as a bridge between the physical world and the digital world to connect smart appliances, smart gates, smart devices, etc.

3. Basic Architecture

3.1 Blockchain

As discussed in Section IV, blockchains enhance the identity and value of the metaverse. Although blockchain technology has been used in some cases for many years,Currently, blockchain technology is difficult to support in many applications (such as retail-level payments) due to high data storage and low scalability.There are a lot of innovations in this industry, and it's worth noting that practices like Libra's "centralized distribution process are integrated into the process of integrating its blockchain technology into the old urine line."

3.2 Digital twin

We mentioned in Chapter 2 that building the metaverse would require full or partial mapping from the real world to the digital world. Digital twins are a miracle in this process. Digital twins refer to the integration of the body into the digital world, which refers to the integration of the digital world and the body, and was first used in the manufacturing industry. Currently, the data point cloud is developed by environmental monitoring with equipment, and the design standard identification and mining equipment is slowly developing, and the city's ultra-wide 3D redevelopment - Put was also seized on demand.

3.3 Engine and platform development

Creating an open metaverse environment by engaging all actors involved in the development process of the digital world requires essential elements of design tools (engine, build and design tools, winning platform, etc.) for end users. . In this regard, foreign companies have gone further. For example, Unity established itself as an "interactive content creation platform", continuing to use the engine for other industries such as animation, film and television, architecture and manufacturing.

4. Artificial Intelligence

In the future, in order to reduce the time and effort required for the development of the metaverse, AI will create more and more content or services for human consumption compared to PGC, PUGC and UGC. It is not true to add data in terms of metaverse in such a way that we have to rely on AI with self-learning and decision-making capabilities to reduce costs, support and control metaverse process.

5. Conditions and scenario

The aspect of content consumption in the era of the metaverse must go through the following stages of development.

[1] Content is where fun and social content captures the user's mind first: the game has the highest plot compared to other content and is the beginning of metaverse points. The XR device demonstrates the power of Metaverse in conversation, attracting many users.

[2] Many areas of production and life are infiltrated. People will phase out the notion of "high-level gaming form" or "high-level social form" from the metaverse, such as creating a virtual closed loop. Consumer goods and services in the virtual world connected to the physical world will gradually increase.

[3] New Concepts and Uses: Metaverse may feature designers of houses, homes, cars, and other objects, while traditional sports include sports and drama. may have new and interesting content. We even imagine. A fundraiser created by digital assets will work.

6. Collaboration

The metaverse will develop many new businesses, new models, and successful new businesses. In the process, some technology and service solution providers used all their own assets or created a new partnership with other pre-model companies. A new challenge was decided.

Investments in the Metaverseevolutionary theory

In the previous section, we identified the capital layer environment as a metaverse concept. Since not all markets are going to become fair, a broad decision on changing the perception of these trades is needed to help traders and investors identify and verify the appropriate time to enter the game.

all.Materials and content in advance. The growth momentum of XR hardware over the next few years is real, and content support hardware has created a good circle of integration with hardware products (we will announce a VR/AR research industry report for explore this issue further). In the future, you will have to rely on the creation, functionality and interaction of new concepts / scenarios.architecture simpleWith the upgrade of the game engine / device integration platform, etc., simple design will also enter the line of rapid development this time.

b. With the development of principles and the continued development of concepts and situations,Backend infrastructure and artificial intelligenceIt will play a major role in data processing, content summarization and other operations. We will see skills change or help people complete construction projects and become more important in the metaverse manufacturing industry.

vs. Compared to other sectors,theme and sceneThe space under the plate is the largest. New concepts, new events and new models can adjust the size and landscape of the content industry. At the same time, there will be more business leaders and support staff so that the whole ecosystem can develop and grow together in this process.

nakami the whole worldDevelopment management forecast

For some, the focus of the metaverse is centered on China's future in global science and technology. Currently, the development of the global metaverse is led by China and the United States, followed by Japan, Korea, and Europe. In short, the quality of each country gathered in the age of mobile internet will affect the direction of efforts in the field of the metaverse. Here we briefly talk about the direction of the growth of the Sino-US dollar in the short term.

United States: It is unique in three areas: hardware and systems, back-end processes, and bottom-up standards, and still has a strong competitive edge in intelligence. From the application perspective, American enterprises have made certain achievements in entertainment for C end users, and are also the world leader in design and other events that support B end users.

China: A large population, large regional differences, and high levels of connections and history are all reasons to believe that China has a keen sense of content and innovation. . We look forward to developing international content and developing domains and creating new partnerships in the process of realizing the Metaverse vision, just as Chinese investors have changed their exchange relationships, travel, payments and more. in the age of the mobile Internet.

In the medium to long term, there are many differences and it is too early to talk about the final game. Now China has reached a certain level in the economic model and is slowly closing its gap with the United States. With China's vision and great efforts to invest in construction, we hope that in the future there will be opportunities for China to convey intellectual property and construction reconstruction. . In the future, China is expected to gradually overtake the United States and bring the world into the historic phase of metaverse development.

key playerand practice

Combined with the discussion of the "three metaverse terms" in Part IV, I think we should focus on businesses with "the use of blockchain technology", "digital content design", and "consumers have material capabilities". Here we select and introduce many important companies at home and abroad, and explain why.

1.Facebook (meta)

Currently, Facebook is the only company in the world to have made breakthroughs in three areas: "use of blockchain technology", "digital content creation" and "improvement of user experience".

To solve the problem of past experience, we provide Oculus family VR hardware.

Blockchain technology started to be used as the Novi digital wallet.

He has extensive experience in blockchain operations and plans to develop NFT products.

2. Nvidia

If the metaverse compares to the whole new wave of "gold rush" with endless possibilities, in addition to some companies that are "lucky gold miners", companies offer tools for "gold miners" to gold rush" of the metaverse are the winners.

NVIDIA provides Metaverse developers with design tools such as graphics card and AI technology to simplify 3D modeling and graphic design issues for developers. We recommend focusing on Nvidia's Omniverse Platform, software you can download for devices with Nvidia cards. The Omniverse Software Platform adds a number of home design toolkits and third-party software from NVIDIA based on the ability of NVIDIA graphics cards to compute and deliver photorealistic images so people can create great products in the metaverse or use them in certain situations. , simulated industrial manufacturing, autonomous driving, virtual buildings, etc.

3. Tencent

Tencent's investments in companies such as Epic Games, Spotify and Snap and its venture capital investments can be seen as the key to Tencent's metaverse. By 2020, Tencent plans to spend $70 billion over the next five years to build capabilities in cloud, AI, blockchain, 5G, quantum computing and more. However, we can also see that Tencent has a lack of trust in the field of hardware users, and Tencent's investment in foreign companies will have more impact. The code is not clear.

Of course, based on the investment information provided in Chapter 5, it is also possible to determine the location of large companies in the metaverse strategy. The following list includes some of the companies and their rating reviews that you can use.

around the metaverserequests and concerns

In this section, we will start by writing the arguments surrounding the concept of metaverse. Whether you are supporters or advocates of the Metaverse, I think it is worth considering these questions because these discussions are important in building consensus on the importance of creating the Metaverse.

Will the metaverse stop human progress?

It's easy to worry that the metaverse will confuse many people with virtual content. As fewer and fewer people devote more time and energy to paying for the real world, the rate at which global problems are solved or the progress of deeper exploration of human progress will be affected.

Other universities believe that the development of the metaverse and the exploration of outer space are quantum. I don't think it's a social choice. Dedicated to knowledge exploration, learning), and also providing life-long solutions that restrict physical use (for example, using twin digital devices to simulate different situations and finally get a solution, then create a real city).

Will the metaverse make people peaceful in the real world?

If one could easily immerse oneself in a false reality of a past life with VR devices, it's easy to worry that the metaverse would lose motivation to transform the human's real life. However, supporters of this statement believe that the change did not lead to such an event. Indeed, the people of the metaverse must pay the price (time, creativity, etc.) in exchange for what they need. Supporters of his case have been working to make the actual transcript of that statement available online. Back to the real world, giving people the opportunity to trade for "losers" in the real world. . their buildings.

In addition to the above two arguments, there are two concerns that are currently not well received by Metaverse proponents. They are also briefly mentioned here to facilitate the discussion.

Will the metaverse impose a heavy burden on the real world and affect human life on earth?

For the metaverse to work, it needs the physical body we find ourselves in to provide a stable and constant supply of all energy, including electricity. So here is the question. If the metaverse cannot prove that the value produced by the capital it has occupied by the terrestrial body exceeds the value of the capital, is the metaverse "pulled"? Additionally, even if the design of the metaverse is effective, an analysis of the results should be performed to determine whether the design of the metaverse may affect the pressure under which it is deposited on global resources and the human environment (e.g., emissions of carbon).

How to build a machine or create a metaverse value representation?

As mentioned earlier, the Metaverse is not set in a country or company, no pre-written storyline, no formalized characters, no ending or key points such as action if clearance. Simply put, the design and development of the metaverse as users create it together. The question is, how can a metaverse that maximizes integrity and creativity ensure easy decisions? How can we believe and guarantee that change does not make "all the warriors" that Hobbes talks about?

In the current metaverse discussion, there isn't much discussion about the dangers that the metaverse can lead to more moral issues by presenting the anonymity of the Age Is Flames, and what rules the physical body will have. Since the discussion on the existence of the form and the effectiveness of the work is limited, not only is the metaverse a concept but also a beautiful concept, and the vision has failed, complete or partial?

Additional News: During the "Horizon Worlds" test, a female tester reported being bullied in the virtual world. The person tries to say that a stranger is trying to touch his avatar in the square. "This (uncomfortable) feeling is stronger than cyberbullying," he wrote. See MIT Technical Review Report. https://www.technologyreview.com/2021/12/16/1042516/the-metaverse-has-a-groping-problem/

what to thinkand ideas

In this section, we present some thoughts and ideas about the metaverse concept itself, as well as a discussion of what metaverse you can use. We do not intend to endorse any of these assumptions, but we hope they are informative and encourage readers to think deeply about the changes.

1. If you look at the time, you can see that the metaverse translation and discussion started to focus after Facebook announced the meta name change. We need to consider the business logic of Facebook's rebranding as a meta that will help improve our expertise in all metaverse discussions.

2. Assuming that Facebook actually invested in Metaverse (over $10 billion in investments), there is no other company in the world that affects the idea of ​​Metaverse more than Facebook. In a way, Facebook has the right to define the terms of the metaverse. If the entrepreneur wants to work on the metaverse in a short period of time, 3-5 years, it makes sense to monitor the behavior involved with Facebook.

3. The metaverse seems to have become a "basket" that can contain all the ideas, places, plans, tools, etc., for the future of modern man. However, it must be recognized that there is a targeted and rapid approach to improving science and technology. Instead of talking about the metaverse itself, let's go back to our roots and focus on the technological changes and industrial developments that make up this story.

4. Zhao Tingyang believes that the metaverse is the first human effort to turn the world into the real world. The difference between metaverse and data is that literature describes the real world as possible but considers real world problems. And the metaverse will compete for any time-consuming rigor (or lifespan) in a new form that can "sip" the real world. The glamorous world, with more and more people slowly surfing the metaverse to achieve things the real world can't alter or change.

5. It is difficult for people with "special education" to make personal and global differences in all areas (relationships, behaviors, resources and others). Although there are many people (like men and women) who find it difficult to fit into the metaverse, or even conflicted, as Zhao Tingyang says, "The end result is that we won't have not many people, but we are the essence of self". By self-promotion, the concept of multiple metaverses ultimately means cutting and presenting multiple aspects of each individual to one another, allowing them to "walk in style" in certain areas. .

* Some images in the phrase are from the Internet.

More: Metaverse ecology map

In 2021, Newzoom.com launches the “Metaverse Ecology Map”. A guide is attached here for reference.

(Image source: Newzoon 2021 Global Market Report | Go to Metaverse Trend Report, refer to "2021-2022 Metaverse News")to say ")