Meta
-
Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.
-
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 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 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’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.
-
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
-
Data Factories
Facebook and Google and other advertising businesses are data factories, and regulation will be most effective if it lets users look inside
-
WhatsApp Founder Speaks, EU Deception?, Facebook Ideology
More Facebook drama, this time from an interview with WhatsApp co-founder Brian Acton. What was most noteworthy, though was the response.
-
Six Years of Systrom, Instagram’s Alternate Reality, Facebook’s Red Flag
Despite this week’s bad news, Facebook won with Systrom’s tenure. Then, what might have been with an independent Instagram, and the worrying signals this sends about Facebook the app.
-
Instagram’s CEO
The surprising resignation of Kevin Systrom and Mike Krieger should not, in fact, be surprising: this became inevitable the moment they sold Instagram to Facebook.
-
The iPhone XR Delay, India, and China; Discriminatory Job Ads on Facebook; EU Versus Internet Follow-Up
More follow-up on the iPhone, then how discriminatory job ads on Facebook demonstrate how to police bad behavior on platforms with zero marginal costs. Plus, follow-up on The European Union Versus the Internet.
-
Apple’s iPhone Event, Facebook Fact-Checking, Vimeo Pivots Again
A preview of Apple’s iPhone event, a revelatory controversy about Facebook fact-checking, and yet another pivot by Vimeo thanks to mistakes made years ago
-
Strengths, Weaknesses, and Augustus; Zuckerberg’s Blindspot; The Liberal Arts Fallacy
The New Yorker is out with a huge profile of Mark Zuckerberg and Facebook; what does the article get right, what is the real problem with Facebook, and where do critics go wrong?
-
Sandberg and Dorsey in Congress, Dorsey and Incentives, Google’s Absence
Facebook’s Sheryl Sandberg and Twitter’s Jack Dorsey testified in front of Congress; the former had the most to lose, while the latter hinted at exactly what.
-
AMD and Modularity Follow-Up, Trump and Tech, Tech’s Vulnerability
The problem with AMD’s modularity approach; then, Trump attacks tech. The claims are baseless but that hardly means the industry is in the clear.
-
Facebook, Germany, and Filter Bubbles; The Nutella Factor; Facebook’s Response
A new study suggests that Facebook is to blame for increased attacks on refugees in Germany. The data isn’t perfect, but the worries about filter bubbles should be taken seriously.