Think people are writing off Meta too early. Of course trying to define a new industry appears clunky at first, but it takes guts to go after a nonconsensus view once you're that large and public

my bearish take is that their two big bets are falling apart (libra is done, apple is coming for them in VR) while their core is under assault from tiktok 

i wouldn't bet against mark, but i wouldn't bet against the companies he's up against either

Technowatermelon. Elder Millenial. Building Farcaster. 

nf.td/varun

i guess i would say im cautiously neutral on meta rn