Meta’s AI Abundance

Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.

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.

Meta and Reasonable Doubt

Meta is once again facing investor skepticism over its spending; I can understand reasonable doubt in the short and medium term, but the long-term bet on Mark Zuckerberg still seems worth making.

Meta and Open

Meta is making lots of noise about being open, in everything from AI to the metaverse. This isn’t desperation: it’s smart strategy that understands Meta’s true differentiation.

Sora, Groq, and Virtual Reality

OpenAI’s new video model and a new chip for Groq are important developments in not just AI but also virtual reality.

Regretful Accelerationism

The Internet removed constraints from the analog world, and AI is finishing the job. That this may be the final blow for the Internet as a source for truth may ultimately be for the best.

AI, Hardware, and Virtual Reality

Defining virtual reality as being about hardware is to miss the point: virtual reality is AI, and hardware is an (essential) means to an end.