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.

Clubhouse’s Inevitability

Monday, February 15, 2021

Clubhouse will do for audio what Twitter, Instagram Stories, and TikTok did for text, images, and video.
An Interview with Eric Seufert about Apple, Facebook, and Mobile Advertising

Thursday, February 4, 2021

Listen to Podcast

A quick rumination on where Jeff Bezos and Steve Jobs were similar, and then an interview with Eric Seufert about mobile advertising and the dispute between Apple and Facebook.
Facebook’s Earnings, Zuckerberg vs. Cook, Apple and Facebook Parallels

Tuesday, February 2, 2021

Zooming in on Facebook’s earnings, and zooming out on the unfolding fight between Apple and Facebook and their chief executives.
Publishing is Back to the Future

Wednesday, January 27, 2021

Journalism cannot afford to be divorced from business realities; that applies to Australia, the New York Times, and even Andreessen Horowitz.
The WhatsApp Kerfuffle, Comparing Messaging Services, Network Effects

Thursday, January 14, 2021

Some number of people are downloading alternative messaging apps after WhatsApp changed its privacy policy; Facebook’s problem is a narrative one, not a factual one.
Internet 3.0 and the Beginning of (Tech) History

Tuesday, January 12, 2021

The actions taken by Big Tech have a resonance that goes beyond the context of domestic U.S. politics. Even if they were right, they will still push the world to Internet 3.0.
Facebook and Twitter Suspend Trump, Parler Suspended Everywhere, Context and Culture

Monday, January 11, 2021

Facebook and Twitter ban Trump; Apple, Google, and Amazon ban Parler; this wasn’t an ideal solution, but it was a uniquely American one.
Facebook and Apple, Continued; Facebook’s iOS 14 Changes; Georgia and Tech

Wednesday, January 6, 2021

Facebook made major changes to accommodate Apple’s iOS 14 policies, probably because Apple leveraged their control of the App Store to give them no choice. Then, the implications of the Georgia outcomes for tech.
Google Sued by States, Ranking the Cases, Fantasy Basketball and Silver Linings

Thursday, December 17, 2020

Google’s many antitrust cases, ranked! Plus, one small way that COVID is pushing one group of friends into the future.
Context Collapse, Circles and Timing, Facebook’s Missing Platform

Wednesday, December 16, 2020

The ideas behind Social Networking 2.0 are not new, but the Idea Adoption Curve takes time. Plus, how Facebook missed its platform chance a decade ago.

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

Meta

Meta and Open

Meta Meets Microsoft

An Interview with Eric Seufert about Apple, Facebook, and Mobile Advertising

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