Analysis on Meta you won't get anywhere else.
Connect
Mark is obsessed with Telegram but he should be looking at Taobao.
A data driven look at all the players in the metaverse in the US and Asia (Roblox, Meta, Fornight, Bilibili), their metrics and analyst predictions.
A deep dive into datacenter costs and tradeoffs in the race to dominate AI
Palmer Luckey, Meta Hiring trends, Indian ecosystem quick review
Board member strategy and TEMU update
Meta kills off Facebook, Dividends and Stock explained
Will META go over $500? It will need Apple's help
Meta employee steals $4M, TEMU propels massive Meta ad spend
Metrics and thoughts on Faire, TikTok and Poshmark.
The tea on why Mark stopped selling stock for 2 years
Why analysts are loving the stock this cycle
A deep dive on what happened to alt right social platforms and why Meta should copy China's approach to teens on social