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Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.
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Instagram’s shift away from being a photo-sharing app is very much inline with the service’s continuous evolution.
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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.
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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.
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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.
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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
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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.
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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.
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Meta Earnings, Reasons for Optimism, Meta Changes
Meta’s earnings, reason for optimism, and the company’s changing moats
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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.
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Musk Makes Twitter Bid; Facebook AR Plans; An Interview with Adam Mosseri About Creators, Blockchains, and TikTok
Notes on Elon Musk’s Twitter bid, why Facebook’s AR efforts may be too early, and an interview with Head of Instagram Adam Mosseri about creators, blockchains, and TikTok
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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.
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Facebook and Google Block Russian State Media, Crypto Exchanges and Sanctions
Facebook and Google bans probably don’t make much of a difference in the short-term, but will be a challenge in the long-term. Then, the structure of crypto drives a different response.