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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Meta Ray-Ban Display, Why Less is More, Price and the Neural Band
Meta announced Ray-Ban Displays, their first glasses product with a display. I think it’s very compelling in part because it is limited.
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Facebook is Dead; Long Live Meta
Meta delivered blowout earnings the same quarter that Mark Zuckerberg doubled down on AI; I don’t think it was a coincidence.
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Apple Earnings; Cook’s AI Comments; Apple’s AI Strategy, Redux
Apple appears committed to its original Apple Intelligence strategy.
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Google Earnings, Google Flips the Switch on Cloud, Search Notes
Google doubles down on AI in the cloud
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Content and Community
The old model for content sprung from geographic communities; the new model for content is to be the organizing principle for virtual communities.
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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.