An interview with Meta CEO Mark Zuckerberg about Llama and the AI opportunity, the evolution of social medial, and what it means to connect.| Stratechery by Ben Thompson
Meta deserves a bit of a discount off of its recent highs, but a number of myths about its business have caused the market to over-react.| 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