Meta is cooked. It's not just scam portion - their entire strategy is in trouble
FB - nobody I know actively uses it anymore.
Insta - is being overrun with AI slop and given meta's stated goal of adding more AI interactions on their platforms I doubt they'll even try to get a grip on it let alone succeed
Whatsapp & FB messenger - some use but has zero moat over other messengers. It's a completely fungible service in a space that has fractured across many providers.
VR/meta/AI/etc - they keep trying. Maybe one day
...that leaves their adtech which only works due to their invasive tracking...that is directly dependent on their other properties succeeding: Their targeting edge comes directly from front row seats tracking users behaviour on their platforms. No users, no insights.
FB - nobody I know actively uses it anymore.
Insta - is being overrun with AI slop and given meta's stated goal of adding more AI interactions on their platforms I doubt they'll even try to get a grip on it let alone succeed
Whatsapp & FB messenger - some use but has zero moat over other messengers. It's a completely fungible service in a space that has fractured across many providers.
VR/meta/AI/etc - they keep trying. Maybe one day
...that leaves their adtech which only works due to their invasive tracking...that is directly dependent on their other properties succeeding: Their targeting edge comes directly from front row seats tracking users behaviour on their platforms. No users, no insights.