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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An Interview With Facebook Vice-President of News Feed Adam Mosseri
An interview with Facebook Vice-President of News Feed Adam Mosseri about Facebook’s just-announced changes to the News Feed algorithm
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Vulnerabilities, Philosophies, and Ad-Blockers; Intel’s Response; The Advantage of Serverless
Follow-up on Meltdown and Spectre, Intel’s obfuscation, and why serverless is better.
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Facebook and Age Discrimination, Apple Slows Down iPhones?, 2017: When Tech Grew Up
Facebook is accused of abetting age discrimination, which raises many of 2017’s most prominent themes. So does the news that Apple slows down iPhones.
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Snapchat’s Redesign, Spiegel’s New (Old) Vision, Tencent and Spotify
Snap has a more cogent vision than the one it presented in its S-1; the problem is it might be too late. Tencent, meanwhile, fresh off its Snap investment has picked up a piece of Spotify.
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The Pollyannish Assumption and Bright Lines, YouTube’s Market Power, Google vs Amazon
Society collectively decides what is wrong through laws: that’s a useful bright line for platforms. Then, YouTube is demonstrating its market power, and Google and Amazon are acting like monopolies.
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The Pollyannish Assumption
Moderating user-generated content is hard: it is easier, though, with a realistic understanding that the Internet reflects humanity — it is capable of both good and evil.
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Popping the Publishing Bubble, Revisited; BuzzFeed’s Struggles; Axios’ Success
News from BuzzFeed in particular suggest the digital publishing bubble may be bursting. Axios, meanwhile, shows that subscriptions aren’t the only answer — but niche may be.
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Facebook Earnings, Facebook’s Strategy Credit (and Apple’s), Facebook and the Future
Facebook absolutely crushed earnings, confirming its duopoly power; the company’s commitment to hurting profitability did the same. Then, a reminder that Facebook has a positive role to play in the future.
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Tech Goes to Washington
Facebook, Google, and Twitter testified before a Senate committee: it provided evidence of how tech prefers power over decentralization, even if it means regulation
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More Spectacles Mea Culpas; The Athletic in the New York Times; Google, Facebook, Apple, and Subscriptions
More mea culpas about Spectacles, then the CEO of The Athletic gives an explosive interview to the New York Times. Plus, more news about Google and Facebook’s subscriptions offerings, and Apple’s interference.


