Topic

META

A collection of 96 issues

Meta 3Q’26: Healthy Core, But Investors Spooked by Potential Funding Ambitions

Meta has finally joined the “illustrious” Big Tech club of negative free cash flow, whose membership already includes Alphabet and Amazon (perhaps I should add OpenAI and Anthropic to the list as well?).

Meta’s GEM, Part 2: Finding the Scaling Law

Last year, I first wrote about Meta’s Generative Ads Recommendation Model or GEM. Over the last couple of years, Meta published several blog posts covering different facets of their ad infrastructure in the age of AI.

A Month with Muse

On September 8 this year, Meta launched Muse. The very next day, I shared my first impressions of Muse, and in that piece, I promised I would share more thoughts in a month on how I’m actually using the product.

When the Ads Come to the Data

Last week, I wrote why Muse may never need ads. That piece traveled quite a bit, and interestingly, while I received glowing praise from some readers, I have also heard from people who vehemently disagreed with the word “never”.

Why Muse May Never Need Ads

It didn’t take too long for the app layer to start to respond to Muse. Amazon, of course, already blocked Muse.

The Case for Meta Enterprise Platform

Meta seems to be announcing something everyday these days. Yesterday, the company announced “Meta Enterprise Platform”.

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 updated thoughts right now.

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.

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.

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.