Meta AI
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OpenAI Does Math, Reward-Hacking, Meta Launches Personal Agent
OpenAI solving one of the most famous math problems is extremely impressive, and of little impact to most people’s lives; Meta’s Muse agent launch has the potential to be the exact opposite.
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Muse Image, Grok 4.5, Alex Karp on CNBC
The battle for verifiable data is increasingly defining the AI race, from Meta to Grok to the frontier labs.
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A Script for Mark Zuckerberg
A script for what Mark Zuckerberg should say on Meta’s next earnings call.
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An Interview with Eric Seufert About Models and Ads, and AI’s Upside for Humanity
An Interview with Eric Seufert about building models for generative AI, why Meta’s foundational models are so important, and why understanding advertising leads to optimism about humanity’s future.
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An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference
An interview with me about the implications of the compute shortage on Aggregation Theory, consumer AI, and more.
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Google Earnings, Meta Earnings
Wall Street loved Google’s earnings, and hated Meta’s, even though the latter’s core business was more impressive. The difference is that Google is monetizing its investments now (and it might be all Anthropic).
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Mythos, Muse, and the Opportunity Cost of Compute
Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply.
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Meta Compute, The Meta-OpenAI Battle, The Reality Labs Sacrifice
Mark Zuckerberg announced Meta Compute, a bet that winning in AI means winning with infrastructure; this, however, means retreating from Reality Labs.
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An Interview with Eric Seufert About Advertising and AI
An interview with Eric Seufert about the right advertising model for AI, the right AI for Meta, and why personalized advertising is good for society.
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ChatGPT Group Chats, Meta and the Encryption Trade-off, Network Effects and Ad Models
ChatGPT is getting group chats, a long-standing Stratechery feature request. It’s also a clear attach against Meta, who can’t respond because of encryption, while Google looms.