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It doesn’t sound like you understand what Meta is. They are an advertising company that uses apps to drive traffic and collect data. And along with Google they
by threeseed 2y ago
It doesn’t sound like you understand what Meta is.
They are an advertising company that uses apps to drive traffic and collect data. And along with Google they dominate the space and are continuing to grow at a rapid pace. Whether their apps are clunky and buggy is irrelevant when their advertising platform isn’t.
And they will be able to maintain this profit for decades because most businesses are very reluctant to take risks with a profitable channel to market.
- bxhxj7 2y agoWhat people have to pay attention too is Ad Prices. They are proxy for how much Attention is available in the world that Corporations/People are willing to pay to capture. It has been going up for past 3 years and cannot go up forever given the competition in the online ad market with Amazon, Walmart, Netflix, OpenAI etc all rolling out their own Ad biz. There is nothing predictable about what happens to Meta.
- threeseed 2y agoThe bread and butter for Meta/Google is global small business advertising. And so none of the channels you listed apply. Also it's very easy to build an Ad biz. It's very hard to build one that is competitive.
- bxhxj7 2y agoWhatever channel Just pay attention to ad prices. They have been going up on all channels. Being a platform allows them to squeeze people. Only for so long . Before something gives. And the tipping point will be seen when Ad prices plateau or start dropping. Like home prices rhey cant go up forever because just like Land the pool of Attention is fixed.
- yodsanklai 2y ago> Whether their apps are clunky and buggy is irrelevant when their advertising platform isn’t. Still relevant because ultimately ads show up on these app, and users may eventually migrate to other products. Also relevant because it may shows their inability to write new products.