Opciones para invertir a futuro en Metaverso

El mundo se encuentra en constante cambio, actualmente en el horizonte se vislumbra una nueva era en las comunicaciones. Con ella, todo un conjunto de posibilidades económicas.

Nuevas industrias y servicios serán creados en este innovador espacio llamado Metaverso, una especie de ágora virtual masiva donde, en años futuros, podremos disfrutar de una segunda vida al mejor estilo del Alter Ego.

Un cuantioso número de empresas están centrando sus miradas en la inversión sobre este nuevo proyecto, el cual todavía no ha sido desarrollado.  No obstante, actualmente dispone de pequeños diseños individuales, que si bien no forman parte del Metaverso en sí, pueden llegar a servir como una especie de vista previa del mismo.

Qué es el metaverso

El concepto de este nuevo proyecto no es difícil de explicar, dado que podemos resumir sus características diciendo que es llevar la experiencia de navegar por internet a un contexto de 3 dimensiones.

La idea basal sería convertir a la web en algo más real de lo que es hoy, de forma que sea una experiencia inmersiva. La tecnología disponible en la actualidad nos ayuda a concretar estos planes, de hecho, en cierta forma ya existen actividades de realidad aumentada utilizadas por cientos de usuarios en todo el mundo.

Puedes pensar en los filtros de instagram, pues estos se encargan de convertir una imagen del mundo real en una imagen modificada por la virtualidad. La principal meta de invertir en metaverso sería lograr reducir esa barrera que existe entre el mundo real y el virtual.

Actualmente Microsoft es el líder indiscutido de este segmento, seguido por las actividades de Google y Apple. Estas empresas están luchando por dejar una huella inaugural en cada avance que pueda existir hacia el metaverso.

Pensemos en el creciente interés que se ha visto en productos como Xbox, lentes de realidad virtual VR, software como Zoom, videojuegos con conectividad para experiencias inter-usuarios, etc. De todos estos, las lentes de realidad virtual parecen ser la gran llave para ingresar a este mundo.

Realidad virtual Vs. Realidad Aumentada

Debemos tener en claro la diferencia al hablar de realidad virtual y realidad aumentada, dado que el metaverso puede generar un mix de ambos conceptos.

En el caso de la realidad aumentada, lo que se busca es acortar la distancia entre la vida real y el ambiente virtual; mientras tanto, bajo el concepto de realidad virtual tal distancia es eliminada por completo generando un nuevo espacio absolutamente ficticio y diseñado tal como la mente humana lo desee.

Invertir en metaverso funciona así como un escenario sobre el cual se desarrollarán muchas actividades virtuales mezclando realidad virtual y aumentada. Si comparamos todo esto con la actividad cotidiana en internet, Metaverso ocuparía el lugar análogo del browser (Chrome, Edge, Explorer), mientras que todo lo que encontremos dentro de él sería el equivalente a las múltiples pestañas que podemos tener abiertas en los mismos, con distintas páginas en cada una.

No obstante, en internet, tal como lo conocemos hoy en día, cada página es un mundo distinto sin interacción entre sí. Metaverso rompería ese aislamiento al colocarlas todas juntas en un gran espacio en común donde los usuarios pueden ir y venir simultáneamente e interactuar con ellas cuantas veces lo deseen.

Casi como quien visita un centro comercial y puede ir de un lado hacia otro comparando precios, interactuando con sus vendedores e incluso ofreciendo servicios puerta a puerta (o al menos la puerta cibernética).

Las primeras compañías en invertir en metaverso

El metaverso en sí mismo todavía no existe, resta aún construirlo. Para que el proyecto pueda llegar a funcionar se necesita que haya una cantidad de transferencia de datos inimaginable en su grandor.

Después de todo, los usuarios querrán tener una experiencia fluida, sin retrasos, sincronizada y sin problemas adicionales. Por este motivo, las empresas más prometedoras en cuanto a la economía y generación de dividendos parecen ser aquellas que se dedican al procesamiento de datos.

Bajo este concepto podemos citar a gigantes como Fastly, Amazon Web Services, Nvidia (gracias a la calidad de sus procesadores gráficos y chips), AMD y otros muy conocidos del ambiente.

Además, la creación de este nuevo universo similar en condiciones  y reglas al universo real, requerirá de muchas de las empresas que conocemos en nuestra cotidianeidad, solo que con un aspecto virtual.

Como ejemplo de esta situación citaremos el aumento de interés por parte de Autodesk por servir como generador de arquitectura 3d para el Metaverso.

El metaverso existe hasta cierto grado

Hoy en día el proyecto general aún no está desarrollado. No obstante, podemos decir que algunas empresas y eventos virtuales funcionan como base idealista para experimentar todo lo que hemos descrito hasta el momento.

Algunas compañías operan según los conceptos de Metaverso, porque su forma de existir ostenta tener un gran parecido con las características que se esperan de él, convirtiéndose así en fuente de inspiración para los desarrolladores.

Podemos citar así a Unity, el cual permite a los usuarios crear proyectos en 3d y 2d para la utilización de los mismos en diferentes plataformas, la mayoría de los cuales culminan siendo juegos.

También se encuentra en la lista Epic Games, principal competencia de Unity y creador del muy afamado Fornite. Roblox es el tercer citado de esta lista pero no el menos relevante, se dice que los ideadores del Metaverso lo han tomado como ejemplo de insipiración.

Los usuarios en él poseen un único avatar que utilizan en todos los segmentos disponibles que pueden incluir juegos, conciertos en vivo e interacción con otros usuarios.

Otras compañías que pueden beneficiarse con invertir en metaverso

Básicamente, toda compañía que tenga cierto nivel de presencia y generadora de propiedades intelectuales puede beneficiarse de la virtualidad.

Podemos, incluso, imaginar la revolución que metaverso puede llegar a realizar en empresas como Disney, Fox, Netflix, Amazon. Probablemente la experiencia del consumidor se vea fuertemente afectada gracias a las nuevas formas de experimentar la realidad.

Ya hemos visto el éxito mundial en el que ha resultado las versiones 3D de cines con sus experiencias multisensoriales.

No sería descabellado pensar que en un futuro, las películas y las series televisivas modifiquen su formato para incluir al espectador como un integrante activo de la historia. O al menos, presenciar los escenario de una manera más real e inmersiva.

La revolución de Metaverso trae nuevas opciones de inversión

Finalmente, al pensar en invertir en metaverso debemos tener en cuenta que todo esto se encuentra aún en fase de desarrollo. Por lo tanto, desarrollar una inversión en el mismo como tal aún no es posible.

Aún así, sabemos que en el caso de la puesta en marcha del proyecto muchas empresas se verán involucradas, especialmente aquellas que se dedican al tráfico, almacenamiento y análisis de datos así como también aquellas empresas destinadas a la generación de chips y procesadores.

Por otro lado, todas las empresas que hoy en día funcionan con cierto grado de virtualidad pueden verse involucradas en la generación del Metaverso.

La ola de transformación también afectaría a aquellas empresas menos relacionadas pero que pueden verse beneficiadas por una nueva forma de brindar sus servicios (Disney, Netflix, Amazon tv)

Por último, existen actualmente algunos fondos de inversión temáticos centrados en el desarrollo del metaverso. Entre los más conocidos están ETF Meta, SPDR Gold Shares y ETF Mirae.

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