Metaverse
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Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.
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The Metaverse of Snow Crash is not a good analogy for the future, as the Internet breaks down into Stephenson’s dystopia
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Roblox is something new and interesting that abstracts away the platforms underneath it.
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Meta Compute, The Meta-OpenAI Battle, The Reality Labs Sacrifice
Mark Zuckerberg announced Meta Compute, a bet that winning in AI means winning with infrastructure; this, however, means retreating from Reality Labs.
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An Emergency Interview with Michael Nathanson About Netflix’s Acquisition of Warner Bros.
An interview with MoffettNathanson’s Michael Nathanson about Netflix’s acquisition of Warner Bros. and the Hollywood end game.
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Google Earnings, Meta Earnings, The Cost of Reality Labs
Google’s earnings are great, and GCP alone justifies more capex; Meta, meanwhile, is being punished for not having a clear product application for AI.
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Meta Vibes, Good Vibes, Vibes Vision
The Internet hates Vibes, MetaAI’s new AI video feed, but I find it compelling and a fascinating look at a VR future.
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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’s AI Abundance
Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.
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An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs
An Interview with Meta CTO Andrew Bosworth About Orion and Reality Labs
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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.
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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.
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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.