Messaging
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The End of the Internet
The old Internet, where anyone could host a server is over, but it’s just the final blow in an ending that has been coming for years. The future, though, is brighter than it appears.
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Apps, Agents, and Aggregation
Agents are the ultimate Aggregators; they reveal apps as a means, not an ends, and providing them is tech’s biggest prize.
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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.
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Facebook is Dead; Long Live Meta
Meta delivered blowout earnings the same quarter that Mark Zuckerberg doubled down on AI; I don’t think it was a coincidence.
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An Interview with Sierra Founder and CEO Bret Taylor About AI Agents and Tech History Lessons
An interview with Sierra founder and CEO Bret Taylor about his career in tech and the future of AI.
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Microsoft-OpenAI Drama Continues, WhatsApp Ads, Channel Subscriptions and the Creator Perspective
Microsoft and AI continue to fight, and WhatsApp adds ads and subscriptions (and I explain why as a creator I’m not interested).
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Meta Earnings, Meta’s Deteriorating Ad Metrics, CapEx Meta
Meta’s earnings were received positively by investors, but there were definite causes for concern.
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An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media
An interview with Meta CEO Mark Zuckerberg about Llama and the AI opportunity, the evolution of social medial, and what it means to connect.
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Meta v. FTC, The Three Facebook Eras, Video Slop and Market Forces
The FTC’s case against Facebook doesn’t make sense because it conflates three distinct Facebook eras, and today’s era is very much defined by competition.
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OpenAI’s New Image Model, Graphic Design and Google, More on Security
OpenAI’s new image generation capabilities feel like another AGI domino; then, yes, security is about more than encryption.