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.

Opus 4.5 and Anthropic’s Aligned Enterprise Strategy, ChatGPT Shopping Research, Meta to Use TPUs?

Tuesday, November 25, 2025

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Anthropic’s Opus 4.5 appears to be a big breakthrough that slots into Anthropic’s enterprise strategy, while ChatGPT gets new consumer features, and Meta might use Google’s TPUs
An Interview with Eric Seufert About Advertising and AI

Thursday, November 20, 2025

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An interview with Eric Seufert about the right advertising model for AI, the right AI for Meta, and why personalized advertising is good for society.
ChatGPT Group Chats, Meta and the Encryption Trade-off, Network Effects and Ad Models

Monday, November 17, 2025

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ChatGPT is getting group chats, a long-standing Stratechery feature request. It’s also a clear attach against Meta, who can’t respond because of encryption, while Google looms.
The Benefits of Bubbles

Wednesday, November 5, 2025

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We are in an AI Bubble: the big question is if this bubble will be worth it for the physical infrastructure and coordinated innovation that result?
Google Earnings, Meta Earnings, The Cost of Reality Labs

Monday, November 3, 2025

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Google’s earnings are great, and GCP alone justifies more capex; Meta, meanwhile, is being punished for not having a clear product application for AI.
An Interview with Asana Founder Dustin Moskovitz about AI, SaaS, and Safety

Monday, October 20, 2025

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An interview with Asana founder and Chairman Dustin Moskovitz about Asana, AI’s impact on SaaS, and the debate about AI Safety
Sora, AI Bicycles, and Meta Disruption

Monday, October 6, 2025

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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.
An Interview with Ben Bajarin About AI Infrastructure

Thursday, October 2, 2025

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An Interview with Ben Bajarin about AI infrastructure, Nvidia, and Intel.
Sora the App, Sonnet 4.5 and the Question of Models as Processors

Wednesday, October 1, 2025

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OpenAI has its own AI video app with Sora, powered by Sora 2; I’m not sure how compelling it will be in the long run. Then, Cognition’s experience with a new Anthropic model suggests that incorporating new models requires a lot more work than a new processor.
OpenAI Instant Checkout, AI and Long Tail E-Commerce, Is AI Different?

Tuesday, September 30, 2025

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OpenAI’s Instant Checkout highlights why AI commerce fills a unique role, to the benefit of Shopify and Etsy; will it work better than Meta’s native Checkout?

(Preview) A Giant Mess with Super Micro; Completely Correct Xiong’an Progress; The PRC’s Balancing Act on Iran; Manus, Apple and Router News

Meta

Meta and Open

Meta Meets Microsoft

Opus 4.5 and Anthropic’s Aligned Enterprise Strategy, ChatGPT Shopping Research, Meta to Use TPUs?

An Interview with Eric Seufert About Advertising and AI

The Benefits of Bubbles

Google Earnings, Meta Earnings, The Cost of Reality Labs

An Interview with Asana Founder Dustin Moskovitz about AI, SaaS, and Safety

An Interview with Ben Bajarin About AI Infrastructure

OpenAI Instant Checkout, AI and Long Tail E-Commerce, Is AI Different?

(Preview) A Giant Mess with Super Micro; Completely Correct Xiong’an Progress; The PRC’s Balancing Act on Iran; Manus, Apple and Router News

John Ternus and Responsible Individuals

The Intrigue(?) in the East, Peterson and Acuff On Center Stage, Revisiting Draft Kevin Durant

Arm Launches Own CPU, Arm’s Motivation, Constraints and Systems

Jensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California

An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

(Preview) A Giant Mess with Super Micro; Completely Correct Xiong’an Progress; The PRC’s Balancing Act on Iran; Manus, Apple and Router News

John Ternus and Responsible Individuals

The Intrigue(?) in the East, Peterson and Acuff On Center Stage, Revisiting Draft Kevin Durant

An Interview with Nvidia CEO Jensen Huang About Accelerated Computing

An Interview with Robert Fishman About the Current State of Hollywood

An Interview with Gregory Allen About Anthropic and the U.S. Government