Meta

Source: oberver.com/Chip Somodevilla/Getty Images Facebook reported Mar-18 results with revenue 4% and earnings 25% ahead of the Street. Most notably, DAUs of 1.45B (up 13% y/y) were in-line with the Street despite relentless negative press, suggesting the Facebook brand is…

A few weeks ago, we started an analysis of what our Facebook data is really worth to debate the merits of a decentralized social platform where users got paid for their data. The general hypothesis was that our data isn’t as valuable as we think. Then…

Market decline does not change the mega growth opportunities. The heart rate of the market increased the past week because of fears of a trade war, Facebook data privacy, and broken market technicals, but the health of the market is…

Apple and Amazon are relative safe havens. We expect over the next year investors will look favorably on Apple given the company’s privacy-first ethos in an age where privacy is becoming a more prevalent topic. Amazon will also likely benefit…

Here are a few gift recommendations for the 2017 holiday season: Anker Battery Pack | $34.99 | Great battery pack for powering devices on the go. Apple AirPods | $159.00 | Apple’s wireless headphones. No, you won’t lose them. Apple…

At yesterday’s Oculus Connect 4 conference, Zuckerberg outlined a goal to have 1 billion VR users. This goal is rooted in his belief that once platforms reach more than 1 billion monthly users in scale, they’re impossible to compete with.…

On Tuesday, Google released a developer preview of ARCore, a platform for developers to build augmented reality apps for Android. ARCore brings augmented reality to the world’s largest mobile operating system, starting with just the Pixel and Galaxy S8, but…

AI is one of the core themes on which we focus at Loup Ventures. And as analysts, we heard Google, Facebook, Amazon, and Apple emphasizing their focus on AI over the last several years. Google CEO Sundar Pichai has commented…

The most important lesson from Uber’s travails is that bad culture doesn’t scale. Talented teams with bad culture can build fantastic businesses, but not businesses that last. A unicorn with bad culture is a unicorn with a bomb strapped to its back…

On Wednesday, Snap reported earnings for the first time. Most investors saw Snap’s results as a disappointment, primarily because they missed on revenue and didn’t meet DAU expectations. Investors expected Snapchat to reach about 168 million DAUs, but they only…

Facebook reported Q1 earnings last night and briefly discussed its augmented reality and virtual reality efforts on the call. Following the trend of F8 last month, CEO Mark Zuckerberg spent more time talking about augmented reality than virtual reality. Zuckerberg…

In an interview with Recode following Facebook’s F8 conference, Mark Zuckerberg laid out his rationale for Facebook’s big bet on augmented reality: