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.

Microsoft/IBM Follow-Up, Facebook Earnings, Instagram Stories > Snapchat Stories

Thursday, July 27, 2017

Follow-up on Microsoft and IBM, including why Steve Ballmer deserves more credit than I gave him. Then, Facebook’s earnings and the reluctance to admit to pricing power, and why Instagram Stories are more innovative than Snapchat Stories
Facebook Messenger Rolling Out Ads, Facebook’s Product Development Strategy, How Should Messenger Monetize?

Wednesday, July 12, 2017

Facebook Messenger is rolling out display ads that feel like a shortcut to monetization, a discouraging sign for both the short and long term.
YouTube and the iPhone, Facebook Wins Privacy Case

Wednesday, July 5, 2017

The lessons that can be learned from YouTube and the iPhone, plus Facebook’s problematic victory in a privacy case.
Mark Zuckerberg: Politician, not President, EU to Fine Google, Amazon Prime Wardrobe

Monday, June 26, 2017

Mark Zuckerberg may be acting like a politician, but I highly doubt he is running for President. Then, Google will be fined by the EU, and Amazon launched Prime Wardrobe
Facebook Content Guidelines, Facebook Video, Amazon Prime Video on Apple TV

Thursday, May 25, 2017

Facebook faces a daunting challenge when it comes to policing content, but it is a challenge the company brought on itself. Then, Facebook’s video tab is competing against YouTube, not Amazon or Netflix, and business models explain why — and probably explain the Amazon-Apple truce.
Snap Earnings, Seasonality Versus Maturity, Snap’s Missing Business

Thursday, May 11, 2017

Snap’s earnings were far worse than expected: not only is user growth slowing, but so is revenue. The company needs to build a real business far more quickly.
Facebook Earnings, Advertisers Won’t Save Local News, Bret Stephens and the NYT Business Model

Monday, May 8, 2017

Facebook’s earnings show that the company’s ads are differentiated. Then, advertisers won’t save local news, and a reminder that publications need to match their journalism with their business model.
Not OK, Google

Wednesday, April 26, 2017

Google is making an algorithmic change to demote fake news, but its lack of transparency around its actions is concerning in its own right.
Facebook and Antitrust, Mark Zuckerberg’s Platform Obsession, The Camera Effects Platform

Thursday, April 20, 2017

Even if Facebook is a monopoly, there’s nothing that can be done about it. Then, Facebook’s platform obsession now extends to the camera; this makes more sense, but Facebook will always have trouble being a true platform company.
Facebook and the Cost of Monopoly

Wednesday, April 19, 2017

Facebook gave one of the worst keynotes in a long time: there was no vision, just the adoption of Snap’s. It’s the inevitable outcome of a monopoly.

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

Meta

Meta and Open

Meta Meets Microsoft

YouTube and the iPhone, Facebook Wins Privacy Case

Mark Zuckerberg: Politician, not President, EU to Fine Google, Amazon Prime Wardrobe

Not OK, Google

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