META

A couple of days ago, “SouthernValue” tagged me in the below tweet: Since I also received a handful of emails asking about some of the topics raised by the tweet, I decided to share some brief and crisp thoughts on them behind the paywall.

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.

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.

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!

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.

“There are decades where nothing happens; and there are weeks where decades happen.” Indeed, Meta, along with other social networks and potentially any company that relies on engagement online, may be passing through a week that can have a much deeper implication over the next decade.