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 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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Shop Pay on Google and Facebook, Shopify’s Evolution, The E-Commerce Shift
The announcement that Shop Pay is available to any merchant on Facebook and Google marks an evolution in both e-commerce and Shopify itself
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Apple and Creators; Fanhouse and a Middle Way; Pragmatism and Conversions
Apple is receiving objections from the creator economy about its share, but it is likely that creators will have to accepts Apple’s terms as they are.
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Distribution and Demand
Distribution on the Internet is free; what matters is controlling demand. AT&T and Verizon didn’t understand the distinction.