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.

Twitter Earnings; Twitter Retrenches; Facebook, Andreessen and India

Thursday, February 11, 2016

Twitter’s earnings had good and bad parts, and one big red flag. More interesting was the company’s decision to retrench and own “live.” Then, how Facebook and Marc Andreessen managed to screw up so badly.
The Reality of Missing Out

Tuesday, February 9, 2016

Tech is entering a period of inequality where the big winners lift the sector as a whole even as smaller companies suffer. The best example is Facebook, Google, and digital advertising.
Why I Stand by Peak Google, Amazon is Fine, More Amazon Stores?

Monday, February 8, 2016

Google had great earnings again, and was briefly the most valuable company in the world. That doesn’t change my opinions in Peak Google. Then, Amazon lost the expectations game, but the underlying business continues to look great. Plus, a theory about those rumored Amazon stores.
Semil Shah: How FANGAM Impacts Startups, How Startups Adjust to FANGAM, Investing in a FANGAM World

Tuesday, February 2, 2016

Ben is on vacation, so Semil Shah wrote a guest post about startups in a world dominated by FANGAM: Facebook, Amazon, Netflix, Google, Apple, and Microsoft.
Facebook Earnings, Five Facebook Facts, Additional Facebook Observations

Thursday, January 28, 2016

Facebook earnings were once again impressive: they have a killer market, but the company continues to execute fantastically, particularly on the business side.
How Facebook Squashed Twitter

Tuesday, January 26, 2016

Twitter uncovered the most powerful format in mobile back in 2006: the feed. But, in 2009, Facebook went algorithmic while Twitter remained to hard to use. Now, it’s almost certainly too late.
SideCar’s “Innovation”, Facebook Stadium and Twitter’s Conundrum, Tidbits

Thursday, January 21, 2016

SideCar feels that Uber was unfair, but the truth is the company didn’t understand that product matters more than technical expertise. Plus, why Twitter doesn’t have an natural acquirers, and several other tidbits from this week.
The FANG Playbook

Wednesday, January 20, 2016

The FANG companies — Facebook, Amazon, Netflix, and Google — are far more similar than you might think. Their rise in value is no accident, and it is connected to Aggregation Theory.
WhatsApp Drops Subscription Fee, Messaging’s Monetization Potential, GM Acquires Sidecar Remnants

Tuesday, January 19, 2016

WhatsApp unsurprisingly dropped their subscription fee and, paradoxically, increased the services value. There are much better ways to monetize messaging. Plus, why it doesn’t matter what car makers do.
The Big 5 Year in Review: Apple, Google, Microsoft, Amazon, and Facebook

Tuesday, December 29, 2015

A year-end review of tech’s five most important companies.

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

Meta

Meta and Open

Meta Meets Microsoft

Semil Shah: How FANGAM Impacts Startups, How Startups Adjust to FANGAM, Investing in a FANGAM World

The FANG Playbook

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