Topic

META

A collection of 35 issues

MBI Daily Dose (July 10, 2025)

Companies or topics mentioned in today's Daily Dose: Commercial query growth in Google, Social commerce, Generative UI I have mentioned about UK CMA’s report on Google before, but one astute reader highlighted a couple of data points from the appendix of the report that I feel compelled

MBI Daily Dose (July 04, 2025)

Companies or topics mentioned in today's Daily Dose: Follow-up on golden age of digital advertising, LLM adoption in enterprise, Anthropic, Money Happy Fourth of July! It’s a great day to remind myself never to bet against America. While on my walk yesterday, I was thinking about Eric

MBI Daily Dose (July 03, 2025)

Companies or topics mentioned in today's Daily Dose: Digital advertising, semiconductor cycle, Kevin Kelly A programming note: All the content of MBI Deep Dives are published on both "MBI Deep Dives" website and Substack. I launched the Substack a couple of years ago because a number

MBI Daily Dose (July 01, 2025)

Last week, UK's Competition and Markets Authority (CMA) published an interesting report titled "Strategic market status investigation into Google's general search services". CMA has been historically quite useful in understanding search market dynamics. While I do want to note that the regulator has bit

Meta 1Q'25 Update

Disclosure: I own shares of Meta Platforms Our goal is to make it that any business can basically tell us what objective they're trying to achieve, like selling something or getting a new customer and how much they're willing to pay for each result and then

Meta Platforms: 2025 Update

Disclosure: I own shares of Meta Platforms Meta’s stock is on a tear. The stock has ended higher in the last 19 consecutive trading sessions. It is by far the best stock among the “magnificent seven” so far this year. Of my almost seven years of being a Meta

Meta 4Q'24 Update

Disclosure: I own shares of Meta Platforms “This is going to be a really big year. I know it always feels like every year is a big year, but more than usual, it feels like the trajectory for most of our long-term initiatives is going to be a lot clearer

Big Tech's Deteriorating Earnings Quality

Disclosure: I own shares of Meta Platforms, and Amazon Almost one and half years ago, I wrote about “The Curious Case of Big Tech”, in which I highlighted that much of the big tech was actually “deep value” investments back in 2013. In fact, I also mentioned “Meta, and Amazon

Meta 3Q'24 Update

Disclosure: I own shares of Meta Platforms Meta’s earnings was fine. But there is almost a certain sense of exhaustion in terms of reaction to Big Tech earnings this quarter so far. Here are my highlights from today’s call. Subscribe Users Daily Active People (DAP) across its Family

Meta 2Q'24 Update

Disclosure: I own shares of Meta Platforms While the meme of “nobody uses Facebook” sort of evolved to “only old people use Facebook”, Meta reminded us that it’s just another urban myth: “…The growth we're seeing here in the U.S. has especially been a bright spot.