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Getting rid of reality labs, then what? Be a sitting duck and getting attacked by Tiktok/Apple left and right? They have basically no moat now. VR is prob. the
by hustwindmaple1 4y ago
Getting rid of reality labs, then what? Be a sitting duck and getting attacked by Tiktok/Apple left and right? They have basically no moat now.
VR is prob. the only thing that remotely looks promising for META now.
- colinmhayes 4y agoFacebook still has 3 billion daily users. For all the doom and gloom it’s doing fine. Yes it’ll probably slowly fade into history but that will take decades.
- kevinventullo 4y agoThat doesn’t make for a compelling buy signal. In principle, you should buy a stock because you believe you will be repaid in dividends over time. If the ship is sinking, even slowly, those dividends are not terribly appealing.
- samatman 4y agoBy the end of the decade people will feel about Facebook the way they feel about Game of Thrones. Vaguely remember when it was a big deal, but not why.
- ethbr0 4y agoThis undervalues Facebook's social network moat, which is honestly what they should be leaning into: a more interactive Yellow Pages / local groups directory. That's much harder for competitors to disrupt, especially when you give people tools to amass and customize content on their pages. E.g. wiki's, info, etc.
- samatman 4y agoThere's no moat. Inertia isn't a moat. Source: I've re-spanned my social graph several times since Usenet. It's fine. People aren't corporations.
- badpun 4y agoBy that logic, Google has even less of a moat? I mean, anyone with money can just make a decent search engine.