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Media

Meta Platforms – Priced to fail.

Meta doesn’t expect anyone to pay for Instagram. Meta’s proposal to charge $10.5 per month for Instagram looks deliberately priced to fail creating a strong incentive for users in the...

Meta Platforms Q4 2022 – No diet.

There is still lots of fat to cut.   Meta reported results that were better than feared, announced an efficiency drive as well as a $40bn share buyback which was...

Snap Q4 2022 & Social Media – Nasty precedent

Twitter sets a nasty precedent for fat companies. Rotten results highlight that many social media companies are structurally unable to make money because they are massively overstaffed as the benchmark...

Netflix Q4 2022 – Middle-aged.

Hastings ends on a bounce. Netflix announced good results at the same time that its long-term founder and CEO stepped down to be replaced with two co-CEOs which is never...

CES 2023 Day 0 – Cars, cars & more cars

EV, not Auto – Soggy reality. Making electric cars is not nearly as exciting as vehicles that drive themselves, but the fact that they are here now as opposed to...

TikTok – No immunity.

AI can’t rescue this one. The general malaise in advertising is by no means limited to the big names as even TikTok which has gained a lot of market share...

Meta Platforms – Token gesture.

Zuckerberg throws his gadflies a bone. If Mr Zuckerberg really intends to cater to the interests of minority investors he should immediately realign his voting interest in the company with...

Meta Platforms – Knives out

Meta’s corporate governance is becoming an issue. The activists are starting to come out of the woodwork voicing their dissatisfaction with Meta, but the reality is that unless they convince...

Twitter – X marks the spot?

X is the only place to go. Much has been made of Mr Musk’s plans to create a super app called ‘X’ with Twitter as its starting point, but the...

Twitter – The price of free speech pt. VIII.

Musk caves. Elon Musk has realised that he is very likely to lose his court case against Twitter meaning that he has again offered to buy the company for $44bn...