Meta Myths

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.

Microsoft Full Circle

Microsoft has come full circle from the company that cared more about Windows than Office; the retirement of the Office name is possible precisely because Microsoft gave up on Windows and went to the cloud.

Meta Meets Microsoft

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.