Meta
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Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.
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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.
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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.
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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.
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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.
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Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
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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
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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?
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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.
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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.
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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.
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Tencent’s Profit Drops, China Freezes Game Approvals, The Tencent Behemoth
Tencent’s profit dropped, in part because the Chinese government has stopped approving games. Plus, why Tencent’s approach to the games industry makes sense in China, even if Facebook’s model may be more attractive.
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Facebook Stories Follow-up, Twitter and Newton’s Third Law
History suggests that Stories will be an advertising success; then, the Alex Jones episode shows how un-monopoly-like social networks are.
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Facebook’s Story Problem — and Opportunity
Snapchat is losing users, and it seems clear the biggest reason is Instagram Stories: that is a win for Facebook, but the pain in advertising may be substantial.
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Android-EU Follow-Up, Google Earnings, Facebook and the Stock Market
Follow-up on Google’s EU decision, and a reminder that Google really good for consumers. Then, Google’s strong quarterly results, and why the understanding Facebook’s strategic advantages may be divorces from their stock price.
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Another Congressional Hearing, The Genesis of Section 230, The Battle over Section 230
Section 230, which shields Internet companies from liability, is getting more attention: the only attention it should get is as a model for other regulations.


