Networks
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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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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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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.