Disclaimer: Meta is my biggest bet. My thoughts: * they have a huge userbase throughout the world, which allow them to launch new products much more easily *

Disclaimer: Meta is my biggest bet. My thoughts: * they have a huge userbase throughout the world, which allow them to launch new products much more easily * they’re printing money and will be for a very long time. They also have a huge amount of cash. * they have whatsapp, which seems to have won the messaging war. I’m not sure why they still haven’t done much with it but the potential is huge (see weechat and all these types of super apps) * they have been trying to get into payments for a long time, and the outcome could be huge as well. They’ve failed so far (brazil, india, libra/diem) but there’s no reason why it shouldn’t work at some point * hardware is becoming bigger and bigger at Meta. That plus the massive investment into VR/AR and the fact that we still haven’t seen what AR product they’ve been working on * to me the biggest argument is the strong engineering culture. I think the way the rules were set early and the way the machine is running can achieve a lot. What remains to be seen though is how companies like that can create new successful products without acquiring another product. IMO Meta could be much more successful if they focused on: - spinning off new products based on the tech they have (why are they still not competing with cloud providers!) - spinning off new products based on the userbase they have (they need to launch a twitter competitor) - releasing hardware products more often. Why did they give up on Portal? Why didn’t they release more iterations of the glasses? - giving people what they want on FB. Turning it back into a useful tool. For example, chronological timeline as a setting