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.

Snap Earnings, Instagram Versus the Kardashians

Snap’s earnings were bad on the surface, and worse in the details; there may, though, be some good news for Meta, both in terms of advertising and also the evolution of Instagram.

DALL-E, the Metaverse, and Zero Marginal Content

Machine-learning generated content has major implications on the Metaverse, because it brings the marginal cost of production to zero.