Sustaining innovation, not disruptive. They should actually read the book.
@benthompson
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Meta’s Business Model: A 12-Year Contrarian Analysis
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I don’t love Meta. A lot of what I described is pretty dystopian. My analysis of Meta’s business has also been contrarian and right for 12 years now.
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Node Size Optimization Prioritizes Specific Customers Over Flexibility
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They’ve done this node size multiple times before and are optimizing for a few customers, not prioritizing flexibility. Not surprised
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Silicon Valley chip history and low marginal cost economics
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Consumer hardware, obviously history of chips in *silicon* valley, which have low marginal cost economics
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Silicon Valley Hardware Founders: Jobs and Musk Legacy
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Yes, this is why in the history of Silicon Valley there are a total of two successful hardware founders: Steve Jobs and Elon Musk. And now you get why he’s so revered
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Improved Hardware Device: Smaller, Wireless, Enhanced Field of View
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It’s massively better. Smaller, no cord, much wider field of view
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Best Tech Keynote: Fun, Live, and Short Format
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Fun, live, and short. One of the best tech keynotes in a while.
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Meta Should Stream Events on YouTube Like Competitors
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Every tech company *cough* Meta *cough* needs to accept that YouTube won and stream every event there. Put it on your site if you want, but put it on YouTube too.
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EU Regulation of AI: Examining Overreach Concerns
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The E.U. Went Too Far https://
stratechery.com/2024/the-e-u-g
oes-too-far/
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Meta’s Virtual Reality Strategy Mirrors Android’s Aggregator Approach
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As predicted https://
sharptech.fm/member/episode
/virtual-reality-and-the-innovators-solution-meta-embraces-the-android-approach-uber-as-an-aggregator
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