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.

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?
Meta Vibes, Good Vibes, Vibes Vision

Monday, September 29, 2025

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The Internet hates Vibes, MetaAI’s new AI video feed, but I find it compelling and a fascinating look at a VR future.
YouTube Restores Suspended Accounts, Free Speech and Cultural Mores, Platform Power

Wednesday, September 24, 2025

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YouTube is reinstating accounts that were banned for alleged misinformation, and Google admits they made mistakes; the company — and big tech broadly — should go further, and lead the way in re-establishing the cultural importance of free expression.
The YouTube Tip of the Google Spear

Tuesday, September 23, 2025

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I’ve come to appreciate Google’s amorphous nature; what makes me bullish is the clarity of YouTube’s AI opportunity.
Meta Ray-Ban Display, Why Less is More, Price and the Neural Band

Thursday, September 18, 2025

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Meta announced Ray-Ban Displays, their first glasses product with a display. I think it’s very compelling in part because it is limited.
Facebook is Dead; Long Live Meta

Thursday, August 14, 2025

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Meta delivered blowout earnings the same quarter that Mark Zuckerberg doubled down on AI; I don’t think it was a coincidence.

Google and Meta Earnings

Meta

Meta and Open

Meta Meets Microsoft

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?

Meta Ray-Ban Display, Why Less is More, Price and the Neural Band

Google and Meta Earnings

The Sixers Get Their Moment in the Sun, A Nightmare for Celtics Fans, Thoughts on the Way Into the Second Round

Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch

An Interview with Joanna Stern About Living With AI

Microsoft Earnings, Apple Earnings

Google Earnings, Meta Earnings

Google and Meta Earnings

The Sixers Get Their Moment in the Sun, A Nightmare for Celtics Fans, Thoughts on the Way Into the Second Round

Jaden McDaniels Is The Best Player in the World, The Sixers and Celtics and GAME SEVEN, The Lakers Officially on Collapse Watch

An Interview with Joanna Stern About Living With AI

An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents

An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment