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.

Analog Devices Buying Maxim Integrated, The Geopolitical Angle, Facebook and Political Ads

Monday, July 13, 2020

Understanding analog chips and the geopolitical angle, and why Facebook should not ban political ads.
Hong Kong and Facebook, The Pacific Light Cable Network System and Stripe, Facebook Lasso and Instagram Reels

Monday, July 6, 2020

Facebook responds to China in Hong Kong, while Stripe avoids the complication. Then, Instagram Reels shows why Instagram Stories succeeded.
India Bans Chinese Apps, The App Store Firewall, Reddit and The Donald

Tuesday, June 30, 2020

India is banning Chinese apps, in a reminder that nations still matter; China knows the more than anyone. Then, why centralized App Stores make this easier, and why Reddit is a reminder that infrastructure matters.
Apple and Facebook

Monday, June 29, 2020

Apple and Facebook seem like they are in conflict, but have often been each other’s best partners.
Snap Partner Summit, Snapchat’s OS, Facebook Versus Australia

Monday, June 15, 2020

Snap is building its own operating system in its own world, while Facebook is honest about the relative value of Australian publishers.
Never-Ending Niches

Tuesday, June 9, 2020

The Internet changed how media competes to focus and quality, but quality is defined by your niche.
Zuckerberg’s Choice, Zuckerberg’s Power, Zuckerberg’s Conviction

Wednesday, June 3, 2020

Why Mark Zuckerberg has made the right choice about Trump’s posts, why his power is a problem, and why his conviction is impressive.
Dust in the Light

Tuesday, June 2, 2020

The Internet ends gatekeepers and increases transparency, which has world-altering effects — both good and bad.
Twitter and Trump, YouTube and China, Facebook and Polarization

Wednesday, May 27, 2020

Twitter fact-checks Trump, YouTube censors Chinese words, and Facebook reportedly declines to police polarization.
Platforms in an Aggregator World

Tuesday, May 26, 2020

Facebook Shops are good for Shopify merchants, but bad for Shopify; the answer is to push more into the real world.

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

Meta

Meta and Open

Meta Meets Microsoft

Platforms in an Aggregator World

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