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.
The Shareholder Supremacy
I promise you, everything that's happening makes sense. It all feels so chaotic, so utterly, offensively stupid, so disconnected from reality that it's hard to understand how Meta can run a terrible company with decaying services that's also wildly profitable, or how Meta, Microsoft and Google can
Meta is earning a fortune on a deluge of fraudulent ads, documents show
Meta projected 10% of its 2024 revenue would come from ads for scams and banned goods.
Everyone Cheering The Social Media Addiction Verdicts Against Meta Should Understand What They’re Actually Cheering For
First things first: Meta is a terrible company that has spent years making terrible decisions and being terrible at explaining the challenges of social media trust & safety, all while prioritiz…
Opinion | Meta Is Dying. It’s About Time.
Meta has commenced a long, slow slide into irrelevance.
Opinion | Meta Is Dying. It’s About Time.
Meta has commenced a long, slow slide into irrelevance.
Meta tolerates rampant ad fraud from China to safeguard billions in revenue
Meta avoids cracking down on the scams to minimize "revenue impact."
Meta Research News | Meta Research
At Meta, research permeates everything we do. We believe the most interesting research questions are derived from real world problems.
Selective Mythology
defining open source for fun and profit, in the shadow of the enterprise
Meta is trying to win the AI race with money — but not everyone can be bought
“You’re expected to give pretty much your whole self to Meta AI.”
Meta Has Entered Its Death Spiral
Meta was hot during its early glory days, but it's starting to look as though it's entered a long, inexorable death spiral.
The Shareholder Value Myth
Shareholder primacy theory is suffering a crisis of confidence. In The Shareholder Value Myth: How Putting Shareholders First Harms Investors, Corporations, and
What does Meta actually do now?
Can you forget how you feel about Meta?
‘Pervert glasses.’ Thousands of lawsuits. Mark Zuckerberg wants to sweep it all away with a new bid on AI.
Why is Meta destroying its engineering organization?
Leadership at the social media giant has been on an AI-fueled rampage through its engineering org. We report what’s happened
How Meta Uses A.I. Data Centers to Avoid Billions in Federal Taxes
Meta is exploiting a lucrative tax break intended to support research and experimentation. Its own accountants say the gambit is risky.
How Meta Uses A.I. Data Centers to Avoid Billions in Federal Taxes
Meta is exploiting a lucrative tax break intended to support research and experimentation. Its own accountants say the gambit is risky.