what a fantastic article. It validates everything I thought about and many other things, which i did not think through. Love the Altruism part, platform part. Love everything.. I very much concur, many SMB's rely on Insta, without Insta there's no business, so if you are expecting SMB's to cut ads on Insta.. well hello.. ain't happening.
Thoughtful analysis, even if there are parts I disagree with. The verdict is still out on many of Meta's initiatives. However, crazy initiatives like the Metaverse or Superintelligence wouldn't be possible at Google or Apple... where the founders aren't in charge anymore. A certain insane ambition is the privilege of founders, not executives. And hey, once upon a time, everyone laughed at Zuckerberg for acquiring a photo-sharing app for $1 billion.
Meta's social media format means it can reach end-user directly, which made their data traffic recession resilient. Its income mainly comes from Ads, whose productivity and cost is primed to be super charged by AI. Google search page as a knowledge acquisition platform is under more immediate pressure than facebook's social media page approach as the way it is shaping now.
Their usage is recession resilient but I don't think their core business is. I spoke to multiple people on ads and the analysis of ads being tied to economic cycles came from them
Wow! Wow! What a deep dive into Meta! I am technician at heart but I keep abreast of my fellow SSers views..try to tie the technical strength to what I read. Sometimes they jive as market is forward looking mechanism. It is high priced stock.. I don’t trade it directly. Sometimes I take positions in MAGS..mag 7 etf..so that is indirect participation. I am going to take a fresh look at both FB and MAGS
what a fantastic article. It validates everything I thought about and many other things, which i did not think through. Love the Altruism part, platform part. Love everything.. I very much concur, many SMB's rely on Insta, without Insta there's no business, so if you are expecting SMB's to cut ads on Insta.. well hello.. ain't happening.
Yep
Beautiful photos on this
Thank you
Thoughtful analysis, even if there are parts I disagree with. The verdict is still out on many of Meta's initiatives. However, crazy initiatives like the Metaverse or Superintelligence wouldn't be possible at Google or Apple... where the founders aren't in charge anymore. A certain insane ambition is the privilege of founders, not executives. And hey, once upon a time, everyone laughed at Zuckerberg for acquiring a photo-sharing app for $1 billion.
If you have some time, would love to hear your thoughts in more detail
Meta's social media format means it can reach end-user directly, which made their data traffic recession resilient. Its income mainly comes from Ads, whose productivity and cost is primed to be super charged by AI. Google search page as a knowledge acquisition platform is under more immediate pressure than facebook's social media page approach as the way it is shaping now.
Their usage is recession resilient but I don't think their core business is. I spoke to multiple people on ads and the analysis of ads being tied to economic cycles came from them
Wow! Wow! What a deep dive into Meta! I am technician at heart but I keep abreast of my fellow SSers views..try to tie the technical strength to what I read. Sometimes they jive as market is forward looking mechanism. It is high priced stock.. I don’t trade it directly. Sometimes I take positions in MAGS..mag 7 etf..so that is indirect participation. I am going to take a fresh look at both FB and MAGS
Lmk how it goes
The way you outline Meta’s AI Flywheel and open-source strategy really clarifies how AI can serve as both an internal engine and a market signal.