Meta
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Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.
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Meta is once again facing investor skepticism over its spending; I can understand reasonable doubt in the short and medium term, but the long-term bet on Mark Zuckerberg still seems worth making.
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Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn’t desperation: it’s smart strategy that understands Meta’s true differentiation.
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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.
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Meta’s new hardware is more impressive than expected, and the Microsoft partnership makes a lot of sense. The question is if Meta will capture enough value to outweigh their costs.
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Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
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An Interview with Jason Del Rey About Muse, Amazon, and Walmart
An interview with Jason Del Rey about Amazon versus Meta, which is a continuation of the oldest battle in retail between Amazon and Walmart.
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OpenAI Dev Day, Dot and OpenAI’s Product Transition, Sign In With ChatGPT
OpenAI’s Dev Day showcased a product that is, frankly, pretty confusing. However, there is more vision here than it might seem.
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One More Note on Agents, Meta Connect, Meta Enterprise Platform
Meta has the chance to own the consumer agentic space; going for enterprise is a big mistake.
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Apps, Agents, and Aggregation
Agents are the ultimate Aggregators; they reveal apps as a means, not an ends, and providing them is tech’s biggest prize.
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More on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google?
Meta needs Walmart to wait out Amazon; Expedia seeks to keep its middleware position; meanwhile, where is Google?
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Amazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator
Amazon predictably blocked Muse, but there is room for a deal based on the reality that Amazon’s physical world investments are an AI moat.
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Frontier Overhangs
Pacing the frontier may be sincere, but it would also be strategically useful for the frontier labs to have time to reduce overhangs caused by model advancement.
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The iPhone Duo, The Intelligent Personal Hub, Apple Watch Audio Intelligence
Apple once again demonstrated the power of integrating hardware and software, but it’s biggest AI blindspot might be its belief in the primacy of apps.
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OpenAI Does Math, Reward-Hacking, Meta Launches Personal Agent
OpenAI solving one of the most famous math problems is extremely impressive, and of little impact to most people’s lives; Meta’s Muse agent launch has the potential to be the exact opposite.
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Meta Settles, A Framework For Regulating Content, The Rest of Big Tech
Meta’s settlement makes sense for all parties, but the entire sage highlights why any solution to regulating technology feels off.