Bytedance
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Sora, AI Bicycles, and Meta Disruption
Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta.
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The YouTube Tip of the Google Spear
I’ve come to appreciate Google’s amorphous nature; what makes me bullish is the clarity of YouTube’s AI opportunity.
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Meta v. FTC, The Three Facebook Eras, Video Slop and Market Forces
The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and today’s era is very much defined by competition.
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An Interview with Matthew Ball About the Gaming Slump
An interview with Matthew Ball about the current (bad) state of the gaming industry, including mobile, consoles, and why the PC has better prospects.
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TikTok Ban Approaches, Generational Implications, Xiaohongshu
The TikTok ban is approaching; what happens if the service actually goes away? Then, why China will misunderstand the Xiaolongshu phenomenon
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Does VR Matter?, Modular Products and Defining New Markets, TikTok Acquirers
First, the theoretical case for why Meta’s approach to VR is more likely to succeed, then, which companies should acquire TikTok
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Congress Considering TikTok Ban, TikTok’s War, What Now?
A bill to ban TikTok is suddenly moving through Congress, and TikTok is helping to make the case. The big question is if ByteDane is willing — or able — to ultimately go along with it.
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An Interview with Bill Bishop and Andrew Sharp Checking In on China
An interview with Bill Bishop and Andrew Sharp about one year of Sharp China, the chip ban, AI in China, TikTok, and the Biden-Xi visit in San Francisco.
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Meta Earnings; Reels Reaches Revenue Neutral; The Temu and Shein Effect
Meta’s crushed earnings again, but some of the company’s recovery over the last year should be attributed to Temu and Shein subsidies.
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Threads and the Social/Communications Map
Understanding Threads and its threat to Twitter means understanding the current landscape of social media.