Topic
META
A collection of 77 issues
Meta's Myriad Questions
A couple of days ago, “SouthernValue” tagged me in the below tweet:
Can we get a @borrowed_ideas and @evrgn11112231 podcast or spaces to discuss $META state of affairs? New regulation, AI model delays, internal chaos, tokenmaxxing then unmaxxing, agentic business prospects, Neocloud prospects (and willingness / timing) … lots to discuss.
The Honeymoon Phase of Capacity
Although I am yet to write any Deep Dive on any neocloud, I still like to pay close attention to what they are saying during their earnings calls. Both CoreWeave and Nebius had some interesting nuggets in their 1Q’26 call.
Let’s start with CoreWeave.
Just like the hyperscalers,
Digital Advertising Industry Snapshot 1Q'26
As I do after every quarter, let me share the snapshot of the overall digital advertising industry. Please note that digital advertising industry is defined as Alphabet’s advertising revenue+ Meta’s advertising revenue+ Snap revenue+ Pinterest revenue+ Microsoft Search advertising revenue+ Amazon advertising revenue+ Trade Desk revenue+ AppLovin revenue.
Meta 1Q'26: Nothing to Complain About
I know Meta’s stock is down after yesterday’s earnings, but I have a hard time complaining much as a shareholder. I will discuss why market may not share my enthusiasm later, but let me first share and explain why my own enthusiasm hasn’t abated post-earnings.
When
Meta's Heterogeneous Fleet
Last month, I mentioned the following on Meta’s Chip Resilience:
“…in an earlier blog post last year, Meta’s own engineers mentioned dealing with 5–6 hardware SKUs a year makes it harder to move workloads around and can create underutilization and software friction. From Meta’s own blog
Meta Strikes Back!
Following the Llama 4 fiasco and almost 9 months after rebuilding the Meta Superintelligence team (MSL), Meta has finally released a new model: Muse Spark! Just a month ago, The New York Times depicted a pretty unflattering picture of how Meta’s efforts in developing the frontier model are not
Man and Machine
For a typical company, analysts and investors evaluate a company’s capital allocation by looking at how the company allocates the cash it generates. Ultimately, there are only five things you can do with your cash flow from operations: a) invest in your own business to grow more in the
Social Media's Defense
Last week, I shared my concern that algorithmic content may force companies such as Meta to share some liabilities for the content shown on their properties because of the product design choices these companies made. From my piece:
I…do sympathize with the concerns related to algorithmic content on all
Thoughts on Last Week
Programming Note: I will take tomorrow off as I have some family commitment. I will be back on Monday.
Ouch! Last week was quite terrible for MBI portfolio. I will share some thoughts on how I am thinking through the portfolio behind the paywall.
In addition to “Daily Dose” (yes,