Meta

Buried in the vortex of topics around Meta’s September quarterly report is one core question. Can the platform successfully shift engagement and monetization away from Stories and toward Reels? Answering this question is more important than understanding the slowdown in…

From Doug’s blog, The Deload: The current inflationary environment has prompted tech to rightsize headcount with over 60,000 tech employees being laid off in the past year. While sad for the employees, it’s right for the long-term viability of companies and…

Meta could bring NFTs to the masses via Instagram. Mark Zuckerberg mentioned during his speech at SXSW that Instagram plans to integrate NFTs in the coming months. With over 1BN MAUs, Instagram would dwarf existing players like OpenSea (1MN) and…

Tesla raises its prices by 5-10% in part due to the high price of nickel. While this past week has included two price hikes for the company, there’s a likelihood these prices will come down again. The most recent upgrades…

Over the past month, we’ve discussed tech’s role in modern warfare — it’s a dynamic that continues to evolve. Most recently, Meta announced that they will allow expressions of violence toward the Russian invasion. This is notable as it is…

Takeaways: There were reports that TSLA has plans to increase its China production from 1.1M to 2M vehicles/year. As a point of comparison, VW expected to be able to produce 1M EVs in China in 2023. Bottom line is: China is…

Gene and Doug discuss: How a global launch of Facebook Reels will further the company’s aim to rival TikTok. While TikTok has a greater pool of content creators, Facebook better understands its users’ network of friends which could be an…

Gene and Doug discuss: Google is implementing its Privacy Sandbox for Android OS, and we believe it will be more advertiser-friendly than IDFA. While some have compared Google’s changes to that of Apple, it seems that Google is allowing for…

Gene and Doug discuss: Where there’s massive reach, there’s massive ad opportunity. Amazon increases its ad spend to $31B — which is larger than the ad revenue of Snap, Pinterest and Microsoft combined. Facebook launches its news aggregation service to…

This was originally posted on Doug’s blog, Uncomfortable Profit. The most powerful question in investing is: What is something you do today that everyone is going to do in the future, and the market doesn’t know it? Thus begins the search…

Tech had a good night in the reporting category. The four primary tech companies all saw their shares increase by more than 10% in after-hours trading. While these companies were not taken out to the woodshed, we’re not out of…

Gene and Doug take a look at Facebook, Spotify and PayPal results. If you miss in this environment, you’ll likely be punished more than usual. That trend is not going to change for the balance of this reporting season.