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 Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella About Partnering in the Metaverse
An interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella about partnering in the Metaverse
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Musk Re-Commits to Twitter; Meta, AITemplate, and Nvidia; Facebook Shutters Bulletin
Notes on Musk’s latest Twitter about-face, then Meta open-sources an AI library that is a big threat to Nvidia. Plus, another example of a failed paid product from an ad-supported company.
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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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Apple and Property Rights, On Google’s Non-Response, The Facebook Oversight Board
Apple’s ATT policy is another example of a tech giant playing a quasi-government role. Then, while there may be explanations for Google’s approach, they don’t stand up to scrutiny, while Facebook gets it right with their Oversight Board.
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An Interview With Eric Seufert About the Future of Digital Advertising
An interview with Eric Seufert about Apple’s big overhaul of SKAdNetwork, speculating about a possible Apple Ad Network, and why we’re both optimistic about Meta’s outlook. In addition, we discuss Snap’s disastrous year, and the Unity-ironSource-AppLovin acquisition drama.
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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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Apple and Facebook’s Pre-ATT Negotiations, Timing and Documentation, ATT’s Impact
The Wall Street Journal fills in important details about the run-up to ATT, including negotiations between Apple and Facebook. Then, ATT denials don’t hold water.
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Apple Earnings, Apple’s New Advertising Slots, Amazon Earnings
Apple and Amazon’s earnings, particularly the color around their advertising, suggests that there is no real replacement for Facebook ads
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Meta Earnings, Reasons for Optimism, Meta Changes
Meta’s earnings, reason for optimism, and the company’s changing moats