Topic

META

A collection of 51 issues

Some notes from Big Tech 10-Qs

I went through Meta, Amazon, and Alphabet’s 10-Qs during this weekend, so just wanted to highlight some interesting points from their 10-Qs. Meta 2Q’25 10-Q Both Alphabet and Meta now disclose total employee compensation expenses. One of the surprising data points for me was that almost half of

Meta 2Q'25, CoStar suing Zillow, Portfolio Change

Final Reminder: Prices for new subscribers will increase to $30/month or $250/year from tomorrow. Anyone who joins by July 31, 2025 will keep today’s pricing of $20/month or $200/year. I have been publishing everyday since the beginning of this month. I hope it is clear

Meta Ray-Ban, Ads in AI Chats

I have reviewed Meta Ray-Ban glasses a couple of years ago, and I have remained a DAU since then. I mostly listen to audio (music/podcast) and receive calls through my glasses. It also allowed to capture lots of spontaneous images/videos during my daily walk. Here’s one of

MBI Daily Dose (July 16, 2025)

Companies or topics mentioned in today's Daily Dose: Extreme leverage of AI Research team with high talent density, GLP-1 impact on Life Insurance I have been pondering about Zuck’s recent hiring spree of AI researchers. I walk ~10,000 steps everyday and during my afternoon walk yesterday,

MBI Daily Dose (July 13, 2025)

Companies or topics mentioned in today's Daily Dose: Future of logistics, Rise of Dupes, Meta vs EU, follow-up on Wealth Ladder Austin Vernon argues that AI-driven autonomy and battery electrification may profoundly transform the labor-plus-fuel cost stack that makes trucking and last-mile delivery so expensive, putting almost a

MBI Daily Dose (July 12, 2025)

Companies or topics mentioned in today's Daily Dose: Stripe, Google, Meta, The Wealth Ladder Emily Glassberg Sands, Stripe’s Head of Information, had an interesting podcast recently. She explained why Stripe has been building a foundation model. Stripe's massive volume of payment data is a unique

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