Zuckerberg has got to focus his efforts in one area (Facebook, Instagram, WhatsApp, Quest), or find strong, creative leaders for each business unit.
Facebook and Instagram are losing cache by the day. I won’t comment on WhatsApp as I haven’t spent enough time with it. Quest has a looming threat in Apple’s AR/VR headset – especially once the less expensive version is released by AAPL (2024, 2025?)
The more Zuckerberg speaks (video below), the less confident I am in his ability to lead a real product recovery at META. What has taken place this year is a RIF, nothing more.
There are probably 100 Technology companies or more that I would rather own than META.