Topic

META

A collection of 57 issues

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

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