Networks
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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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TikTok Ban Approaches, Generational Implications, Xiaohongshu
The TikTok ban is approaching; what happens if the service actually goes away? Then, why China will misunderstand the Xiaolongshu phenomenon
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Meta Changes Moderation Policies, Zuckerberg’s Journey — and Mine, The Audacity of Copying Well
Mark Zuckerberg is making big changes to Meta’s moderation policies; it’s the next step in a journey that has been more nuanced than people think — and it’s one I relate to.
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Meta Earnings, Measuring Meta’s Spending, Meta Recommendations
Meta’s earnings were as expected, as long as you accept the reality that the company won’t stop spending. Plus, removing constraints on feeds could lead to more efficient recommendations.
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Meta’s AI Abundance
Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.
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Trump on Rogan, The Voters Decide, The Podcast Election
Podcasts have arrived as a major factor in the presidential election; being good on podcasts will be a prerequisite for candidates in the future.
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An Interview with Eric Seufert About the Current State of Digital Advertising
An interview with Eric Seufert about the current state of digital advertising, including Google, TikTok, Meta, AppLovin, Unity, and Netflix, and how advertising will work with AI.
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Snap Spectacles, iOS 18 Contacts Crack Down
It’s not clear how Snap is justified in spending money on Spectacles, although AR does make more sense than VR. The reasons why apply to the second order effects of Apple limiting contact sharing.
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Tech CEOs on Trump, X and the E.U., Apple Settles with E.U. Over NFC
Tech CEO’s role in the culture; then, the E.U. goes too far with X, and gets it right with Apple and NFC
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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.