Meta

Meta’s AI Abundance

Tuesday, October 29, 2024

Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.
Meta and Reasonable Doubt

Monday, April 29, 2024

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.
Meta and Open

Tuesday, April 23, 2024

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.
Meta Myths

Monday, October 31, 2022

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.
Meta Meets Microsoft

Wednesday, October 12, 2022

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.
Meta

Thursday, October 28, 2021

Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.

Trustworthy Networking

Tuesday, October 3, 2017

The problems Facebook are facing today are the result of running into the future without considering unintended consequences, much like Microsoft and the Internet. There are clear solutions for the ad problem, but the filter bubble issue is much more fraught.
Google Ends ‘First Click Free’, Google Subscription Services, Facebook’s Publisher-Friendly Offering

Monday, October 2, 2017

Google is announcing publisher-friendly changes, particularly the end of ‘First Click Free’. However, they still want to control the consumer, unlike Facebook, which is taking a much more publisher-friendly stance. That, though, doesn’t mean it is better.
Defining Aggregators

Tuesday, September 26, 2017

Building on Aggregation Theory, this provides a precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulation.
Uber Loses London License (Pending Appeal), The Idea of Uber, Uber’s Existential Test

Monday, September 25, 2017

Uber is losing its London license, pending appeal: whether or not the company gets it back is a test of the company’s long-term viability. Plus, why Facebook has to realize that facts are not enough.
The GDPR and Facebook and Google, Intelligent Tracking Prevention, Data Portability and Social Graphs

Tuesday, September 19, 2017

The GDPR will hurt Google and Facebook; it will hurt their competitors far more, which means the position of the two biggest digital ad companies will actually be strengthened. Then, why data portability won’t help build the next social network.
The Super-Aggregators and the Russians

Monday, September 18, 2017

Facebook is in trouble — again — for Russian ads about the election; figuring out how to deal with them requires first understanding that Facebook, like Google, is a Super-Aggregator. It faces zero transaction costs in all parts of its business.
Amazon Studios Shifts Strategy, Spotify and Hulu, Facebook to Spend $1 Billion on Video

Tuesday, September 12, 2017

Amazon Studios is shifting its strategy, which rationalizes Prime Video; the big winner is Netflix. Then, Spotify makes a smart move with Hulu, while Facebook is resorting to brute force in video.
Amazon’s Second Headquarters, Amazon’s Internal Primitives, Facebook and Political Ads

Monday, September 11, 2017

Amazon is uniquely capable of having a second headquarters, and don’t be surprised if politics influences the choice of location. Then, Facebook should learn from Amazon about picking battles. Plus, a brief preview of Apple’s iPhone event.
The Platform Paradox, Voice Assistants Vulnerable?, Facebook and Russian Ads

Thursday, September 7, 2017

Aggregators have value not only because they benefit consumers but also because they enable new businesses. Then, voice assistant vulnerability shows how focusing on the user experience can backfire; Facebook is arguably the best example.
Tencent Earnings, WeChat Advertising, The Potential of WhatsApp Status

Tuesday, August 22, 2017

Tencent’s earnings were good, but as opaque as always. Still, there are insights to be gleaned about advertising in particular, and what that says about Messenger and WhatsApp.

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Meta

Meta and Open

Meta Meets Microsoft

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

TSMC Earnings, New N3 Fabs, The Nvidia Ramp

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

Amazon Buys Globalstar, Delta to Add Leo, The Apple Angle

Play-In Chaos and Knueppel Slippage, Anyone But the Thunder, Title Picks and Awards Resolution

Vibe App Quality

(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon

An Interview with F1 Driver and Venture Capitalist Nico Rosberg About the Drive to Win

An Interview with Asymco’s Horace Dediu About Apple at 50

An Interview with Arm CEO Rene Haas About Selling Chips