been watching VANRY transition from metaverse project to AI infrastructure and it's... suspicious timing
The pattern we've seen before:
2021: "We're a metaverse platform"
2022: Metaverse hype dies
2023: "We're actually AI-first infrastructure"
2024: AI hype cools
2025: Next pivot?
look, I get it:
teams need to adapt or die
markets change and you pivot to surviv
but there's adapting and there's just chasing narratives
whAt makes me skeptical:
the technology didn't fundamentally change between "metaverse VANRY" and "AI VANRY"
they had virtual land ownership, now they have AI memory systems
but is the underlying tech actually different? or is it just rebranding what already existed?
compare to genuine pivots:
Slack started as a gaming company, became messaging (complet rebuild)
Nintendo went from playing cards to gaming (total transformation)
those were real pivots with real product changes
VANRY's pivot feels more like:
same infrastructure, different marketing angle
wich might be smart! if the tech works for both use cases, why not market to whoever's paying attention?
but it makes me wonder: what are they actually good at?
the execution question:
if they couldn't make metaverse work when everyone cared about metaverse
why would AI work when everyone's cooling on AI hype?
success isn't just being in the right category, it's execution
maybe I'm being unfair:
maybe the tech genuinely works better for AI than metaverse
maybe they learned from metaverse mistakes and AI is the real play
maybe pivoting early before the category dies shows smart leadership
or maybe:
they're just narrative-chasing and will pivot again in 12 months
don't know yet. but the timing is convenient enough to make me suspicious
