Instagram

Instagram, TikTok, and the Three Trends

Tuesday, August 16, 2022

Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.
Instagram’s Evolution

Wednesday, July 7, 2021

Instagram’s shift away from being a photo-sharing app is very much inline with the service’s continuous evolution.
The Audacity of Copying Well

Wednesday, August 3, 2016

Instagram copied Snapchat, and that’s a good thing: differentiation is about far more than features, and this is Facebook’s best shot at holding off Snapchat.

Ads in ChatGPT, Why OpenAI Needs Ads, The Long Road to Instagram

Tuesday, January 20, 2026

Listen to Podcast

OpenAI finally announced that ads are coming to ChatGPT. It’s an important step, but one with far more risk given the delay — and the delay means the ads aren’t yet the right ones.
Sora, AI Bicycles, and Meta Disruption

Monday, October 6, 2025

Listen to Podcast

Watch on YouTube

Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta.
Facebook is Dead; Long Live Meta

Thursday, August 14, 2025

Listen to Podcast

Watch on YouTube

Meta delivered blowout earnings the same quarter that Mark Zuckerberg doubled down on AI; I don’t think it was a coincidence.
An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media

Thursday, May 1, 2025

Listen to Podcast

An interview with Meta CEO Mark Zuckerberg about Llama and the AI opportunity, the evolution of social medial, and what it means to connect.
Meta v. FTC, The Three Facebook Eras, Video Slop and Market Forces

Tuesday, April 15, 2025

Listen to Podcast

The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and today’s era is very much defined by competition.
TikTok Ban Approaches, Generational Implications, Xiaohongshu

Wednesday, January 15, 2025

Listen to Podcast

The TikTok ban is approaching; what happens if the service actually goes away? Then, why China will misunderstand the Xiaolongshu phenomenon
Meta Changes Moderation Policies, Zuckerberg’s Journey — and Mine, The Audacity of Copying Well

Wednesday, January 8, 2025

Listen to Podcast

Mark Zuckerberg is making big changes to Meta’s moderation policies; it’s the next step in a journey that has been more nuanced than people think — and it’s one I relate to.
An Interview with Eric Seufert About the Current State of Digital Advertising

Thursday, October 10, 2024

Listen to Podcast

An interview with Eric Seufert about the current state of digital advertising, including Google, TikTok, Meta, AppLovin, Unity, and Netflix, and how advertising will work with AI.
An Interview with Eric Seufert About Meta at the Top

Thursday, February 8, 2024

Listen to Podcast

An interview with Eric Seufert about Meta’s blowout quarter and where the company goes next, anxiety about Google search, and Apple’s fight with developers and regulators
Meta and Amazon, Meta Shops and ATT, Amazon Logistics and the Anti-Amazon Alliance

Tuesday, November 14, 2023

Listen to Podcast

Meta and Amazon have made a deal that represents the major shift in the e-commerce landscape that has happened over the last four years, thanks to ATT and Amazon’s shift away from being an Aggregator.

Apple and the Frontier Labs

Instagram

Ads in ChatGPT, Why OpenAI Needs Ads, The Long Road to Instagram

Meta and Amazon, Meta Shops and ATT, Amazon Logistics and the Anti-Amazon Alliance

Apple and the Frontier Labs

2026 Awards Picks, Early Playoff Thoughts, Play-In Previews and More

An End of Year Mailbag: Fox Feelings, Pistons Hate, Hartenstein Sliding Doors, SGA Meets His Hero, and Lots More

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

OpenAI’s Memos, Frontier, Amazon and Anthropic

Apple and the Frontier Labs

2026 Awards Picks, Early Playoff Thoughts, Play-In Previews and More

An End of Year Mailbag: Fox Feelings, Pistons Hate, Hartenstein Sliding Doors, SGA Meets His Hero, and Lots More

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips