Meta
-
Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.
-
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 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 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’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.
-
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
-
An Interview with Benedict Evans About Regulation and AI
An interview with Benedict Evans about his career, the differences between American and European approaches to regulation and antitrust, and the most important questions about AI.
-
An Interview with Hugo Barra About a Career in Tech and the Future of VR
An interview with Hugo Barra about his career at Nuance, Android, Xiaomi, and Meta on the Oculus team, with an extended discussion about the Vision Pro.
-
Apple and Antitrust for Aggregators, DMA Investigations and Apple’s Risk
A much better antitrust case against Apple would focus on developers, not customers. Then, the E.U. is investigating all of American tech under the DMA; the chances of Apple leaving are not zero.
-
Aggregator’s AI Risk
A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
-
An Interview with Nat Friedman and Daniel Gross Reasoning About AI
An interview with Nat Friedman and Daniel Gross about Gemini, Groq, Sora, Mistral, and why the next big breakthrough is AI that can reason.
-
Nvidia Earnings, Inference and Meta
Nvidia’s earnings were about unlimited demand and insufficient supply; the big question is what is happening with inference, and the answer might be Meta
-
An Interview with Matthew Ball About the Vision Pro and the State of Gaming
An interview with Matthew Ball about the Apple Vision Pro, the malaise in gaming, and the Disney-Epic deal.
-
An Interview with Eric Seufert About Meta at the Top
An interview with Eric Seufert about Meta’s blowout quarter and where the company goes next, anxiety about Google search, and Apple’s fight with developers and regulators
-
Meta Earnings; Meta, AI, and ATT; Meta’s New Playbook
Meta’s earnings were the mirror image of its disaster five quarters ago: both then and now Meta announced plans to spend far more on AI, but this time they gave investors reason to trust them.
-
An Interview with Nat Friedman and Daniel Gross About the Human Component of AI
An interview with Nat Friedman and Daniel Gross about the human component of AI, OpenAI drama, Nvidia, Goole, Apple, and predictions for 2024.