Instagram copied Snapchat, and that’s a good thing: differentiation is about far more than features, and this is Facebook’s best shot at holding off Snapchat.| Stratechery by Ben Thompson
An interview With Meta CEO Mark Zuckerberg and Microsoft CEO Satya Nadella about partnering in the Metaverse| Stratechery by Ben Thompson
Facebook’s reorganization into Meta is the ultimate bet on the power of founder control.| Stratechery by Ben Thompson
Meta’s new hardware is more impressive than expected, and the Microsoft partnership makes a lot of sense. The question is if Meta will capture enough value to outweigh their costs.| Stratechery by Ben Thompson