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.

Huawei Loses ARM, More on Values (and Facebook), Qualcomm Loses to FTC

Wednesday, May 22, 2019

Huawei loses its partnership with ARM, then why the question of values was a criticism of the U.S. too (and Facebook’s arguments against regulation). Plus, the FTC wins against Qualcomm
Chris Hughes Versus Facebook, Breaking Down Hughes Article, The Privacy Paradox

Monday, May 13, 2019

Breaking down the Chris Hughes article about breaking up Facebook: it’s better than you think. Plus, the fundamental paradox when it comes to arguments about regulating Facebook.
Facebook’s Cryptocurrency, The Problem — and Benefit — of Credit Cards, The Facebook Payment Network

Monday, May 6, 2019

Facebook is coming out with its own cryptocurrency; the implementation details are less interesting than the opportunity in payments generally, and why Facebook is uniquely placed.
Microsoft and Slack Follow-up, F8, Facebook versus Snapchat

Wednesday, May 1, 2019

How Microsoft Teams differs from Slack, then Facebook’s F8 keynote is nominally about privacy-focused social networking, but is in fact about competing with Snapchat (again!).
Microsoft Earnings, Microsoft’s Growth Opportunities, Facebook Earnings

Thursday, April 25, 2019

Microsoft is a trillion dollar company, and has more growth opportunities than ever; Facebook, meanwhile, remains firmly in control of its own destiny when it comes to driving revenue growth in the long run.
Twitter Earnings, Snap Earnings, Escaping the Duopoly

Wednesday, April 24, 2019

Twitter and Snap both had encouraging earnings, for reasons that were both similar and also unique to each company and their history. Perhaps there is hope for consumer tech companies after all — and maybe Facebook and Google aren’t so bad.
A Framework for Regulating Content on the Internet

Tuesday, April 9, 2019

Regulators need to stop blindly regulating “the Internet” and instead understand that every part of the Internet stack is different, and only one part is suffering from market failure.
Mark Zuckerberg’s Proposal, The Copyright Directive and Sunk Costs, You Say You Want Some Regulation

Tuesday, April 2, 2019

Recent regulation highlights why Mark Zuckerberg’s call for regulation was so self-serving. The place where regulators should actually start is advertising.
Pinterest S-1, Zoom S-1, The Enterprise-Consumer Flip-Flop

Monday, March 25, 2019

Pinterest’s S-1 shows why too much funding can be bad for startups, while Zoom’s S-1 shows the benefits the come from being great. That, by extension, is a result of the enterprise and consumer markets flip-flopping.
Where Warren’s Wrong

Tuesday, March 12, 2019

Senator Warren’s proposal about how to regulate tech is wrong about history, the source of tech giant’s power, and the fundamental nature of technology itself. That doesn’t mean there aren’t real problems — and potential solutions — though.

(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple

Meta and Open

Meta Meets Microsoft

(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple

WWDC Follow-Up

(Preview) Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others

An Interview with Ben Bajarin About Apple, AI, and Compute

Fable 5, Anthropic Alignment, AI Tiers

Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics

(Preview) Five Questions on WWDC 2026, Fable 5 And Its Guardrails, What Anthropic Has in Common With Apple

WWDC Follow-Up

(Preview) Xi Goes to North Korea; Inspecting Xinjiang; A $295 Billion AI Buildout; The Pentagon Alleges PLA Links for Alibaba and Others

An Interview with Ben Bajarin About Apple, AI, and Compute

An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies