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 + Anthropic?, Apple’s Fall, Apple’s Options
Apple is considering partnering with foundation model providers to replace Siri; the choice of which is profound.
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Tech Philosophy and AI Opportunity
Positioning AI contenders — and losers — by their tech philosophy and business potential.
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Training AI is Not Fair Use?, LLMs and Scale, Pushing on a String
Meta won another fair use case, even though the judge wanted to rule against LLMs; he’ll have a hard time doing so.
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An Interview with Sierra Founder and CEO Bret Taylor About AI Agents and Tech History Lessons
An interview with Sierra founder and CEO Bret Taylor about his career in tech and the future of AI.
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Talent Wars, NBA Money, AI Money
Top AI talents is starting to get NBA level money — and they might still be underpaid.
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Checking In on AI and the Big Five
A review of the current state of AI through the lens of the Big Five tech companies.
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Microsoft-OpenAI Drama Continues, WhatsApp Ads, Channel Subscriptions and the Creator Perspective
Microsoft and AI continue to fight, and WhatsApp adds ads and subscriptions (and I explain why as a creator I’m not interested).
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Meta + Scale AI?, Meta’s Reset, AI as Sustaining Innovation
Meta is reportedly buying 49% of Scale AI and hiring CEO Alexandr Wang; this seems to be deal about fixing Llama, not about Scale AI.
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Anduril + Meta, Silicon Valley and the Pentagon, Meta’s Motivations
Meta made a deal with Anduril to develop headsets for the military; does Reality Labs finally have a customer that will justify the investment?
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An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference
An interview with Ben Thompson about AI and Big Tech.