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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OpenAI Instant Checkout, AI and Long Tail E-Commerce, Is AI Different?
OpenAI’s Instant Checkout highlights why AI commerce fills a unique role, to the benefit of Shopify and Etsy; will it work better than Meta’s native Checkout?
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Meta Vibes, Good Vibes, Vibes Vision
The Internet hates Vibes, MetaAI’s new AI video feed, but I find it compelling and a fascinating look at a VR future.
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YouTube Restores Suspended Accounts, Free Speech and Cultural Mores, Platform Power
YouTube is reinstating accounts that were banned for alleged misinformation, and Google admits they made mistakes; the company — and big tech broadly — should go further, and lead the way in re-establishing the cultural importance of free expression.
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The YouTube Tip of the Google Spear
I’ve come to appreciate Google’s amorphous nature; what makes me bullish is the clarity of YouTube’s AI opportunity.
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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.