Meta
-
Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.
-
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.
-
The AWS Question, Facebook and Unity, HoloLens 2
How Amazon’s success with AWS make sense in the context of The Value Chain Constraint, and why Oculus and Facebook do not. Plus, why Microsoft’s approach to HoloLens 2 makes sense.
-
The Value Chain Constraint
Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.
-
Apple News Follow-up, What Direct-to-Consumer Publishers are Selling, More on Podcasts: Supporting Cast and Kimberlite
More on why Apple News is both different than Facebook, and yet similar from a publisher perspective. Then, how publishers should think about their business — and Apple News — plus two new entrants in the podcast space.