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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Checking In on AI and the Big Five
A review of the current state of AI through the lens of the Big Five tech companies.
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Microsoft-OpenAI Drama Continues, WhatsApp Ads, Channel Subscriptions and the Creator Perspective
Microsoft and AI continue to fight, and WhatsApp adds ads and subscriptions (and I explain why as a creator I’m not interested).
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Meta + Scale AI?, Meta’s Reset, AI as Sustaining Innovation
Meta is reportedly buying 49% of Scale AI and hiring CEO Alexandr Wang; this seems to be deal about fixing Llama, not about Scale AI.
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Anduril + Meta, Silicon Valley and the Pentagon, Meta’s Motivations
Meta made a deal with Anduril to develop headsets for the military; does Reality Labs finally have a customer that will justify the investment?
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An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference
An interview with Ben Thompson about AI and Big Tech.
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Meta Earnings, Meta’s Deteriorating Ad Metrics, CapEx Meta
Meta’s earnings were received positively by investors, but there were definite causes for concern.
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Platform Power Is Underrated
Platforms are so powerful that Apple’s latest court loss won’t change the course of the iPhone; that’s why it’s worth it.
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An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media
An interview with Meta CEO Mark Zuckerberg about Llama and the AI opportunity, the evolution of social medial, and what it means to connect.
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Meta v. FTC, The Three Facebook Eras, Video Slop and Market Forces
The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and today’s era is very much defined by competition.
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Trade, Tariffs, and Tech
There is an argument for the Trump tariffs, but the risks are too great relative to the uncertain rewards