Meta is already reaping the benefits from AI, even as its metaverse investments seem harder than ever to justify
Microsoft Earnings, Google Earnings, Snap Earnings
Three sets of earnings, in which AI played a bit of a role, but a less important one than the company’s core products.
X, Musk’s Motivation, Beats and Big Tech
Twitter has a new name, and it’s past time to wonder why any of us should care.
Microsoft-Activision Updates; Reader Follow-Up; Free Speech, the Government, and Scale
An update on Microsoft-Activision, and then a response to a reader upset at my take, weaved in with commentary about free speech in the context of last week’s ruling about social media moderation.
Threads and the Social/Communications Map
Understanding Threads and its threat to Twitter means understanding the current landscape of social media.
An Interview with Marc Andreessen about AI and How You Change the World
An interview with Marc Andreessen about COVID, AI opportunities and risk, and a16z’s approach to the future.
Reddit Rage, The Tadpole Shrimp of the Internet, Judge Pauses Microsoft-Activision Deal
More on Reddit, including why my previous Update was not so much wrong on details as it was wrong in feeling; plus, how Microsoft might carve the UK out of the Activision acquisition.
Reddit Revolt, Apollo and Reddit’s Changes, Complement Complaints
Reddit is facing a revolt, which is in part due to an issue with 3rd-party app developers, but ultimately an issue downstream from Reddit’s reliance on unpaid workers.
An Interview with Eric Seufert About Streaming Advertising, Generative AI, and Marketing Automation
An interview with Eric Seufert about Mobile Dev Memo’s new business model, the prospects for streamers building advertising business model, the potential for generative AI in advertising, along with the dangers of relying too much on marketing automation, and whether or not Meta figured out ATT. We also discuss Facebook Shops and Shopify, and the E.U.’s recent fines on Meta.
Meta’s Low E.U. ARPU, The Supreme Court and Section 230
Meta makes a surprisingly small amount of money in the E.U., particularly on an ARPU basis; then, the Supreme Court signals strong support for Section 230