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.
Meta’s crushed earnings again, but some of the company’s recovery over the last year should be attributed to Temu and Shein subsidies.
Understanding Threads and its threat to Twitter means understanding the current landscape of social media.
Spotify announced a new home page, which makes sense both in isolation and in the context of Spotify’s competition with YouTube.
An interview with Eugene Wei about streaming and social media, including Netflix, TikTok, Twitter, and why the first wave of social networks were a fundamental mismatch with human nature.
Meta deserves a bit of a discount off of its recent highs, but a number of myths about its business have caused the market to over-react.
Instagram policy with regards to TikTok content shows Meta hasn’t internalized the real risk from the Chinese company; then, revisiting U.S. TikTok policy
Follow-up on Instagram, TikTok, and the Three Trends, including questioning the “cool” thesis of social networks, and why China’s Internet vision is winning.
Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.
Meta’s earnings, reason for optimism, and the company’s changing moats