Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.
Perplexity Search Ads, Inventory-Defined Advertisers, Telegram Follow-Up
Perplexity’s upcoming advertising model looks a lot different than traditional search advertising; it may always look different.
Telegram CEO Arrested, Telegram’s Non-Encrypted Advantage, Telegram Complexities
Telegram’s CEO was arrested. The case is very complex, in part because the realities of messaging and security and encryption are very complex.
Meta Earnings; Reels Reaches Revenue Neutral; The Temu and Shein Effect
Meta’s crushed earnings again, but some of the company’s recovery over the last year should be attributed to Temu and Shein subsidies.
An Interview with Eugene Wei About Twitter, Threads, and Taylor Swift
An interview with Eugene Wei about Elon Musk’s critical mistake with Twitter, the questionable prospects for Threads, and what Taylor Swift and other communal experiences say about the commoditization wrought by technology.
Threads and the Social/Communications Map
Understanding Threads and its threat to Twitter means understanding the current landscape of social media.
Facebook Earnings, Generative AI and Messaging Monetization, Open Source and AI
Meta’s earnings showed that all of Meta’s Myths were, in fact, myths. Plus, how LLMs can benefit Meta ad products, and why Meta might open source more AI models.
Artifact, Bluesky, and Substack Notes; Social Networking 2.0 and the Twitter Diaspora; First Week Impressions
What is leading to all of the new social networks? Then, reviews of the early days of Artifact comments, Bluesky, and Substack Notes.
Replit and Google, The Google Perspective, Twitter’s Bad Idea
The Replit-Google deal is an obvious one for Replit, but it’s much more important than Google — who didn’t go far enough. Then, Musk’s latest Twitter idea makes no sense.
An Interview with Eugene Wei About Streaming and Social Media
An interview with Eugene Wei about streaming and social media, including Netflix, TikTok, Twitter, and why the first wave of social networks were a fundamental mismatch with human nature.