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.

Australia’s News Media Bargaining Code, Breaking Down the Code, Australia’s Fake News

Thursday, August 20, 2020

Australia’s new media code forcing Google and Facebook to pay incumbent media companies is wrapped in dishonesty about the reality of the Internet.
Qualcomm Follow-up, Twitter Earnings, Twitter Subscriptions?

Thursday, August 13, 2020

It matters that Qualcomm is a U.S. company. Then, why Twitter is struggling with advertising, and what a subscription product might look like.
Facebook’s Earnings, Apple’s Ad Exception, Facebook’s Headwinds

Tuesday, August 11, 2020

Facebook’s earning highlighted the resiliency of its business, but also its vulnerability to Apple. It now appears that Apple is going after Facebook revenue directly.
Antitrust Politics

Tuesday, August 4, 2020

Analyzing the politics of the antitrust hearing featuring the CEOs of Apple, Amazon, Google, and Facebook.
Microsoft and TikTok, The Microsoft Angle, The TikTok Angle

Monday, August 3, 2020

Understanding what is happening with Microsoft’s bid for TikTok, why the enterprise company would do the deal, and the implications for TikTok, Facebook, and others.
The Antitrust Hearing, The Role of Congress, CEO Questions

Tuesday, July 28, 2020

Congress is exactly where discussions about tech and society should be happening. Then, a list of questions for every tech CEO.
Apple Wins E.U. Tax Case; Privacy Shield Struck Down; Bans, Censorship, and the First Amendment

Monday, July 20, 2020

Apple wins its EU tax case, while the privacy approaches of the US and EU are ruled incompatible. Then, why banning a network is different than censorship.
The Twitter Hack, Twitter Failures, Facebook and TikTok

Thursday, July 16, 2020

Twitter gets hacked, which points to both Twitter failures and tech industry blindspots. Then, why Facebook may not want a TikTok ban.
Xi Jinping Thought, Facebook’s Blindspot, The Moat Map Revisited

Wednesday, July 15, 2020

A follow-up to The TikTok War, including Xi Jinping’s ideology, Facebook’s blindspot, and why TikTok should be compared to YouTube.
The TikTok War

Tuesday, July 14, 2020

How TikTok exposed Facebook’s blindspot, thanks to its Chinese roots, and why those Chinese roots make TikTok a genuine concern.

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

Meta

Meta and Open

Meta Meets Microsoft

Antitrust Politics

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