Operating at the Intersection of Technology and the Capital Markets
Tag: Mark Zuckerberg
It feels like META gave these poor performance reviews in order to not get crosswise with California employment law ahead of more planned employee terminations. My view is that META will never find its way back in terms of making Facebook and Instagram the "destination" platforms they once were. Facebook lacks a product identity. Instagram … Continue reading META Is Lost
When you invest in a company (public or private), you're betting on the CEO and management team, not a product or service. A CEO can torpedo or lift a company's prospects overnight. Microsoft under former CEO Steve Ballmer and current CEO Satya Nadella underscores the importance of the CEO. Ballmer was a Marketing exec that … Continue reading Zuckerberg & The Metaverse Underscore Why CEOs & Management Teams Matter
Below are two paragraphs from META's earnings release. The language is from the "CFO Commentary" section and is symptomatic of a company that is operationally lax. It may be too late for META to find religion around operational excellence. Operational efficiency is a skill set that is developed over years, it is not a cost-cutting … Continue reading Meta Is Operationally Reactive
Zuckerberg is an entrepreneur at heart, not an operator. Therein lies the problem. Our view is that as the macro environment continues to slow and as the original Facebook and Instagram platforms underperform, Zuckerberg will pull investment forward on his metaverse initiative. The metaverse is what interests Zuckerberg and that's where he will spend his … Continue reading META’s Downside Risk
Meta Platforms (META), has serious challenges in front of it: Apple's permission-based Ad tracking has hit META and other iOS app developers hard. Apple's iOS change is the primary reason why META's average price per Ad dropped 14% in the June quarter. This reality is not going away and META would be smart to find … Continue reading The Metaverse Is The Least of META’s Problems
In short, greater revenue potential, greater accountability and greater risk of expense overruns: Greater revenue potential: These AI investments will likely focus on driving product usage as well as tracking and predicting user behavior for both new and existing products. Better products mean more usage, more usage typically means more Ad revenue for advertising revenue-driven … Continue reading What Does It Mean For Meta To Decentralize AI?
Facebook needs to build a bridge between its present product portfolio and a Metaverse-centric future. iOS users began to opt out of iOS app tracking when iOS 14.5 was released in April 2021 as part of Apple's App Tracking Transparency policy. iPhone, iPad, and Apple TV apps are required to request users' permission to track … Continue reading Between Here and The Metaverse
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