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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Telegram CEO Arrested, Telegram’s Non-Encrypted Advantage, Telegram Complexities
Telegram’s CEO was arrested. The case is very complex, in part because the realities of messaging and security and encryption are very complex.
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Apple Earnings, Meta Earnings
Apple’s earnings are the final victory for the Services Narrative; then, Meta’s AI outlook emphasized the importance of putting AI in existing products
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Llama 3.1; Zuckerberg on Open Source AI; Kamala Harris, Europe, and Tech Innovation
Meta has released a state-of-the-art model that is available as open weights; this gets at how the U.S. can win going forward.
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The E.U. Goes Too Far
Recent E.U. regulatory decisions cross the line from market correction to property theft; if the E.U. continues down this path they are likely to see fewer new features and no new companies.
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AI Integration and Modularization
Breaking down the Big Tech AI landscape through the lens of integration and modularization
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An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference
An interview of me by Craig Moffett, Michael Nathanson, and Michael Morton about what an AI re-alignment in tech might look like, Meta’s spending, the realities of scale and the challenges in regulating Aggregators, the current state of the bundle, and a few other additional questions from the audience.
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Meta and Reasonable Doubt
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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Does VR Matter?, Modular Products and Defining New Markets, TikTok Acquirers
First, the theoretical case for why Meta’s approach to VR is more likely to succeed, then, which companies should acquire TikTok
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Meta and Open
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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Intel’s Modular Vision, Meta MTIA 2, Google Axion
Intel is pushing for a world with a modular AI stack that runs at the edge, for obvious reasons. Then, both Meta and Google have new chips of their own.