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 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.
Threads and the Social/Communications Map
Understanding Threads and its threat to Twitter means understanding the current landscape of social media.
Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery
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
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 Myths
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 Reels Struggles, Meta’s Mistake, TikTok at Code
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
Three Trends Follow-Up, The Question of “Cool”, TikTok and the Sinicization of the Internet
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.
Instagram, TikTok, and the Three Trends
Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.
Meta Earnings, Reasons for Optimism, Meta Changes
Meta’s earnings, reason for optimism, and the company’s changing moats