Meta: The Agentic Density Arbitrage, The Blackwell Gap, And The Asset Useful Life Paradox

Meta is rated a Strong Buy, with current valuation dislocation driven by accounting noise and misunderstood CapEx cycles.

A Bizarre, Challenging Book More People Should Read

The true pleasure of literature can be found in demanding works such as Your Name Here, by Helen DeWitt and Ilya Gridneff.
Business Insider

Inside Meta's 'year of intensity' as its AI overhaul, culture wars, and crackdowns collide

When CEO Mark Zuckerberg warned Meta employees in January to "buckle up" for an "intense" year, he meant it. Determined to dominate the next era of AI, Meta has spent the past year in blitz mode.
The Durango Herald

Meta prevails in historic FTC antitrust case, won't have to break off WhatsApp, Instagram

SAN FRANCISCO – Meta has prevailed over an existential challenge to its business that could have forced the tech giant to spin off Instagram and WhatsApp after a judge ruled that the company does not ...
Arkansas Democrat-Gazette

Meta triumphs in FTC monopoly suit

SAN FRANCISCO -- Meta has prevailed over an existential challenge to its business that could have forced the tech giant to spin off Instagram and WhatsApp after a judge ruled the company does not hold ...
NBC New York

Meta prevails in historic FTC antitrust case

Meta has prevailed over an existential challenge to its business that could have forced the tech giant to spin off Instagram and WhatsApp after a judge ruled that the company does not hold a monopoly ...