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Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones.
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Facebook is under pressure from all sides, but that actually means it has an opportunity to build the platform it has always wanted — in digital ads.
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Snapchat is losing users, and it seems clear the biggest reason is Instagram Stories: that is a win for Facebook, but the pain in advertising may be substantial.
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Facebook is in trouble — again — for Russian ads about the election; figuring out how to deal with them requires first understanding that Facebook, like Google, is a Super-Aggregator. It faces zero transaction costs…
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Facebook gave one of the worst keynotes in a long time: there was no vision, just the adoption of Snap’s. It’s the inevitable outcome of a monopoly.
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Facebook has long had too much power, but Mark Zuckerberg’s expressed willingness to use said power for political ends means it’s time to consider countermeasures.
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About the Interview, The Metaverse and VR, Why Not a Startup?
How I approached the interview with Zuckerberg, why the metaverse is really about VR, and then a discussion of Facebook’s competitors.
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An Interview with Mark Zuckerberg about the Metaverse
An Interview with Mark Zuckerberg about the Metaverse
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Meta
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
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Facebook Earnings, Investor Trust, Facebook Reality Labs
Facebook’s earning seemed bad, but investors responded well, thanks to the trust that Facebook has developed over the years, and demonstrated this quarter.
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Snap Earnings, Attribution and Targeting, The Supply Chain
Snap’s earnings show how the inability to measure attribution makes it hard to target ads; the big question is what this means for Facebook.
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Facebook Political Problems
Facebook’s political problems stem directly from its size and drive for growth; they are societal issues, not antitrust ones.
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Facebook Down, The Whistleblower, Facebook Power
Facebook went down, making the point that it is does not have a monopoly on communication; that is a good thing as the company will likely be pushed to further control information.
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Facebook Files, Continued; Misinformation and Vaccinations; Fact-Checking and the Unknown
The Facebook Files continue, and raise a surprising question: what if Facebook’s campaign about misinformation is backfiring?
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Microsoft’s Surface Event, Facebook CTO Changes
Microsoft’s Surface team is in full alignment with the company’s strategy; then, Facebook’s CTO change makes sense, plus a re-visit of Boz’s infamous memo.
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Russia, Google and Apple; The App Firewall; Laptop Assumptions
Apple and Google removed apps at the Russian government’s requests, thanks to the App Store firewall.






