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.

Facebook Earnings; ATT’s Impact; COVID, VR/AR, and Optionality

Tuesday, May 4, 2021

Facebook’s earning show why it is relatively well-placed to capitalize on ATT.
Facebook’s Audio Announcements, Facebook and Creators

Tuesday, April 20, 2021

Facebook made a host of “coming soon” announcements around audio, and laid out a compelling vision for creators that is limited by Facebook’s fundamental nature.
Clubhouse Enables Creator Payments, Artists and Cultists, An Interview with Nathan Hubbard

Thursday, April 15, 2021

Listen to Podcast

More on the power of creators, and then an interview with Nathan Hubbard about Taylor Swift and the future of music.
Congress and Misinformation, Children and Social Media, Zuckerberg Clarifies 230 Stance

Monday, March 29, 2021

The latest tech hearing in Congress makes it seem that new legislation is imminent.
Intel Questions, Facebook Pulls Up the Ladder

Thursday, March 25, 2021

More Intel questions, including why anyone would choose to work with them. Then, Facebook wants to pull up the ladder on Section 230.
A Pandemic Year, Coronavirus and Information, Zeynep Tufekci Cuts Through

Thursday, March 11, 2021

Looking back on the pandemic through the lens of Stratechery’s Articles about information. Plus, why Zeynep Tufekci is the writer of the year.
Interoperability Defined, AppLovin Files S-1, The Facebook-Shopify Value Chain

Wednesday, March 3, 2021

AppLovin’s IPO and recent acquisitions are another example of how Apple’s policies will give the edge to big players.
The Web’s Missing Interoperability

Tuesday, March 2, 2021

Truly unlocking competition in tech means increasing interoperability; an absolutist approach to privacy is doing the exact opposite.
More from Daniel Ek; Creation, Consumption, and Clubhouse; Facebook and Australia, Continued

Wednesday, February 24, 2021
Google Makes Deal With News Corp, Facebook Blocks News in Australia, Microsoft’s Cynicism

Thursday, February 18, 2021

Google gives in in Australia, not to the government, but to News Corp. Facebook, meanwhile, pulls out; they are right on the merits, but terrible at the politics.

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Meta

Meta and Open

Meta Meets Microsoft

More from Daniel Ek; Creation, Consumption, and Clubhouse; Facebook and Australia, Continued

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips