Topic

META

A collection of 96 issues

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.

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.

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.

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.

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.

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.

Meta On the Offense!

This week has turned out to be a plethora of model launches with SpaceX releasing Grok 4.5 on Wednesday, and Meta and OpenAI releasing Muse Spark 1.1 and GPT-5.6 yesterday.

The Salience of Data

Let me begin with a thought experiment. Imagine you know nothing about OpenAI’s or Anthropic’s financials.

Why Consumer AI Appears to be Lagging Enterprise

Last week, Mark Zuckerberg internally shared that AI agents haven’t progressed as fast as he hoped.

Scale Without Sluggishness

A couple of months ago, WSJ reported that Mark Zuckerberg has been wondering whether Meta should start building a plethora of apps. From WSJ: “So, like, Chris and I have been talking about ‘all right, well can we build 50 new apps?’ Like, yeah probably.