Topic

META

A collection of 90 issues

Meta’s Trojan Horse for the Consumer Internet

When I wrote my “first impression of Muse” piece last week, I promised that I would write a follow-up piece on how I am using it after a month. I may still do that, but after using Muse for the last five days, I feel compelled to share my

Muse Implications for Consumer Internet

Since I have received several emails and messages from readers after publishing my first impression of Muse yesterday, I want to elaborate behind the paywall a bit more on how I think agents such as Muse can have an impact on some of the consumer internet companies. Subscribers get the

First Impression of Muse

Meta launched Muse yesterday which is Meta’s attempt to be your personal agent to get things done for you. Meta’s launch blog post as well as its approach to security are both worth reading. In my post, however, I will share my personal experience of using Muse since

Bypassing RevenueBench to Buy the Feedback Loop

We have seen an accelerating pace of model release cadence over the last few weeks. Frankly speaking, this may be a new normal for the rest of this year instead of being an anomaly. If you haven’t got there already, my guess is by the end of this year

Meta Buys Away its Distraction at Minimal Cost

A couple of days ago, Meta reached an agreement with 52 attorneys general across US states to settle their lawsuit alleging that it knowingly designed addictive platforms that harmed young people’s mental health. As part of the settlement, Meta will pay a cumulative $18 Billion over 10-year period,

License to Chase the AI Frontier

While looking at Artificial Analysis Intelligence Index, I was quite struck by what they all have in common. The top model developers except one all have one thing in common: they are all currently founder-led companies. Alphabet is the sole exception. But even in Alphabet’s case, the company

Digital Advertising Industry Snapshot 2Q'26

As I do after every quarter, let me share the snapshot of the overall digital advertising industry. Let me first explain some changes for this quarter’s edition. First of all, digital advertising industry is defined as Alphabet’s advertising revenue+ Meta’s advertising revenue+ Snap’s ad revenue+ Pinterest

Meta's "True" ROIC, and Some Notes from Meta and Alphabet's 10-Qs

Over the weekend, I realized that the way I was calculating Meta’s ROIC somehow masked its “true” ROIC. So, I updated my process around calculating its ROIC and wanted to share the updated number since it is noticeably different from the one I shared earlier and I think reflects

Meta 2Q'26: Not Amazing, Not Bad, and Still Compelling

2Q’26 wasn’t the quarter that propelled Meta out of the penalty box. While revenue came ahead of estimates, operating earnings fell short due to one-off expenses such as legal and severance related costs. I believe market was smart enough to see through that, so it’s the

WhatsApp's New Era

Last month, Mark Zuckerberg announced a surprising leadership change in WhatsApp. Will Cathcart, who led WhatsApp since 2019, was replaced by Kunal Shah, an India-based serial entrepreneur. Just before joining WhatsApp, Shah was running CRED, an Indian fintech platform that rewards members with a high credit score for timely