Digging into the results of this struggling social media giant.
They also produce GOBS of cash… and literally half the world almost uses their services. I believe they are much stronger than they are perceived to be. They have the courage to innovate, and literally create their own markets…. That is powerful long term. Also, won’t be the first time he does that.
Good job - thanx.
Thanks! I think calling it speculative is accurate. Zuck's long-term vision for the company seems to be very distinct from what it is currently offering. Which is probably a good thing, but getting there might be a pretty bumpy road.
Have a slightly divergent view (https://thenextderivative.substack.com/p/when-will-meta-pivot ).