Meta

Meta’s AI Abundance

Tuesday, October 29, 2024

Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.
Meta and Reasonable Doubt

Monday, April 29, 2024

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.
Meta and Open

Tuesday, April 23, 2024

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.
Meta Myths

Monday, October 31, 2022

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.
Meta Meets Microsoft

Wednesday, October 12, 2022

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.
Meta

Thursday, October 28, 2021

Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.

An Interview with Daniel Gross and Nat Friedman about the AI Product Revolution

Thursday, March 30, 2023

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An interview with Daniel Gross and Nat Friedman about the AI product explosion, OpenAI’s emergence as a consumer tech company, Microsoft’s aggressiveness, open source and Apple, and both the risks and opportunities of AI.
[FREE] The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs

Tuesday, March 28, 2023

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OpenAI is a consumer tech company, whether they intended to or not (and in contrast to Meta’s Reality Labs). Both Microsoft and OpenAI should act accordingly.
GPT-4, Google Adds AI to Productivity Apps, Local Language Models

Wednesday, March 15, 2023

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A slew of AI announcements are dropping this week, but the news that large language models can be run locally might be the biggest news of all.
Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery

Tuesday, March 14, 2023

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Spotify announced a new home page, which makes sense both in isolation and in the context of Spotify’s competition with YouTube.
Meta and the Quest Pro; Meta and VR as Console; Microsoft, Activision, and the EU

Monday, March 6, 2023

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Mets seems to be abandoning the Quest Pro. Meanwhile, is the Quest for gaming? That the question isn’t clear — nor the answer — gets to they VR and AR remain questionable investments.
An Interview with Kevin Systrom and Mike Krieger About Artifact

Thursday, February 23, 2023

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An interview with Kevin Systrom and Mike Krieger about Artifact, their new app that is widely available today. Plus, what they learned from Instagram, revisiting the Facebook acquisition, and the future of social media.
An Interview with Matthew Ball About Disney, Streaming, and the Metaverse

Thursday, February 16, 2023

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An Interview with Matthew Ball Disney and Bob Iger’s return, the future of ESPN, Netflix’s resurgent position, and the trouble facing the rest of the TV industry. Plus, why the Metaverse isn’t here, and what Apple’s headset may look like.
Google Earnings, YouTube’s Aggregation Bid, YouTube Shorts Monetization

Tuesday, February 7, 2023

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The search slowdown in Google’s earnings raises questions without clear answers. Then, YouTube is trying to be an Aggregator, and putting pressure on Meta with its Shorts monetization plan.
The Four Horsemen of the Tech Recession

Monday, February 6, 2023

Tech is increasingly divorced from the real economy thanks to the COVID hangover and Apple’s App Tracking Transparency
An Interview with Eric Seufert About Meta’s Earnings and the Google-DOJ Case

Thursday, February 2, 2023

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An interview with Eric Seufert about Meta’s earnings, the ATT recession, new European regulations, and the DOJ-Google antitrust case.

Apple at 50

Meta

Meta and Open

Meta Meets Microsoft

An Interview with Daniel Gross and Nat Friedman about the AI Product Revolution

[FREE] The Accidental Consumer Tech Company; ChatGPT, Meta, and Product-Market Fit; Aggregation and APIs

GPT-4, Google Adds AI to Productivity Apps, Local Language Models

Spotify’s New Home Page, Categorizing Advertising, Spotify’s Competition for Discovery

Meta and the Quest Pro; Meta and VR as Console; Microsoft, Activision, and the EU

An Interview with Matthew Ball About Disney, Streaming, and the Metaverse

Google Earnings, YouTube’s Aggregation Bid, YouTube Shorts Monetization

Apple at 50

Don’t Blame Cayden Boozer, Stretch Run Notes on the Sixers, Celtics, and SGA, Geriatric Millennials Approach Extinction

The BULLSEYE List in 2026: Playoff Questions for Ant, Chet, Tatum, Mitchell, Wemby, and Beyond

Axios Supply Chain Attack, Claude Code Code Leaked, AI and Security

Spring Break

An Interview with Arm CEO Rene Haas About Selling Chips

Apple at 50

Don’t Blame Cayden Boozer, Stretch Run Notes on the Sixers, Celtics, and SGA, Geriatric Millennials Approach Extinction

The BULLSEYE List in 2026: Playoff Questions for Ant, Chet, Tatum, Mitchell, Wemby, and Beyond

An Interview with Arm CEO Rene Haas About Selling Chips

An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

An Interview with Robert Fishman About the Current State of Hollywood