Meta Earnings, Meta Spending, AI Costs and Moats

Meta’s earnings weren’t that great, but expectations were worse. Then, why Meta and Google are well-positioned for a future with less data.

Beyond Aggregation: Amazon as a Service

Amazon’s new Buy With Prime announced the arrival of Amazon Logistics as a Service, and is a big red flag for Shopify.

Back to the Future of Twitter

Twitter should go private and return to its pre-2012 approach of being a centralized service with third-party clients.