Q&A with Zuckerberg about plans to sell the Quest 3 at a break-even or a loss, from $300-$500, to grow the ecosystem, missing a shift to TikTok-like feeds, more (Stratechery)

Ben Thompson / Stratechery:
Debunking five myths that may be sinking Meta’s stock, including claims of Facebook users deserting, Instagram engagement falling, and TikTok dominating  —  What happened to Meta last week — and my response to it — expressed in meme-form:  —  In 2018, the market was panicking …

The Verge:
Q&A with Mark Zuckerberg on the Quest Pro, mixed reality, the Microsoft partnership, plans for the metaverse, TikTok, BeReal, the Discovery Engine, and more  —  A year after rebranding Facebook to Meta, Mark Zuckerberg is still all in on building the metaverse

Ben Thompson / Stratechery:
A look at Nvidia’s issues, including crypto mining demand drying up and GPUs flooding secondary markets, and opportunities, including gaming and data centers  —  Nvidia investors have been in the valley before:  —  This chart, though, is not from the last two years, but rather from the beginning …

Ben Thompson / Stratechery:
A look at the implications of OpenAI’s ChatGPT, which has experienced an explosion of interest and led to questions about AI’s impending impact on society  —  It happened to be Wednesday night when my daughter, in the midst of preparing for “The Trial of Napoleon” for her European history class …

Ben Thompson / Stratechery:
A brief history of the video game industry, the rise of Nintendo, the dominance of Sony, and what Microsoft’s Activision deal means for competition  —  The first video game was a 1952 research product called OXO — tic-tac-toe played on a computer the size of a large room:

Ben Thompson / Stratechery:
A brief history of the video game industry, the rise of Nintendo, the dominance of Sony, and what Microsoft’s Activision deal means for competition  —  The first video game was a 1952 research product called OXO — tic-tac-toe played on a computer the size of a large room: