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.

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.
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.

WWDC Questions

Meta and Open

Meta Meets Microsoft

WWDC Questions

Seizing The Commanding Heights; Decoding Shangri-La Dialogue; Europe Moots Trade Policy; The PRC Expels a New York Times Journalist

Five Questions on the NBA Finals, Wemby and NBA History, Q&A on the Kroenkes, OKC, and Team USA

Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics

An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies

The Nvidia AI PC, Project Solara, Microsoft AI

WWDC Questions

Seizing The Commanding Heights; Decoding Shangri-La Dialogue; Europe Moots Trade Policy; The PRC Expels a New York Times Journalist

Five Questions on the NBA Finals, Wemby and NBA History, Q&A on the Kroenkes, OKC, and Team USA

An Interview with Microsoft CEO Satya Nadella About Finding Core Competencies