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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TikTok Ban Approaches, Generational Implications, Xiaohongshu
The TikTok ban is approaching; what happens if the service actually goes away? Then, why China will misunderstand the Xiaolongshu phenomenon
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AI’s Uneven Arrival
o1/o3 points the way to AGI, which is AI that can complete tasks; it may take longer for most companies to adopt them than you might think — just look at digital advertising.
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Meta Changes Moderation Policies, Zuckerberg’s Journey — and Mine, The Audacity of Copying Well
Mark Zuckerberg is making big changes to Meta’s moderation policies; it’s the next step in a journey that has been more nuanced than people think — and it’s one I relate to.
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The Gen AI Bridge to the Future
Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones.
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DOJ Proposes Google Remedy, Search Data, EU Fines Meta
The DOJ’s remedy in the Google case don’t address the crime, and seem more focused on destroying value that Google built fairly.
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Shopify Earnings, Software Self-Awareness, Rebels and the Arms Dealer
Shopify is back to sustained growth thanks to discovering the leverage of software.
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Meta Earnings, Measuring Meta’s Spending, Meta Recommendations
Meta’s earnings were as expected, as long as you accept the reality that the company won’t stop spending. Plus, removing constraints on feeds could lead to more efficient recommendations.
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Google Earnings, YouTube Financials, AI Optimism
Google Cloud and YouTube subscriptions are helping drive growth; Google’s expanding revenue drivers will help the company thrive with AI.
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Meta’s AI Abundance
Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.
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An Interview with Hugo Barra About Orion and Meta’s AR Strategy
An interview with Hugo Barra about Meta’s XR strategy, including where augmented reality fits in the history of computing, what AR apps will look like, and the evolution of hardware, including Orion.