Debunking five myths that may be sinking Meta’s stock, including claims of Facebook users deserting, Instagram engagement falling, and TikTok dominating (Ben Thompson/Stratechery)

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:

Stratechery:
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  —  This interview was conducted yesterday morning as Meta was broadcasting its pre-recorded Connect keynote.

Mark Scott / Politico:
How the North Atlantic Fellas Organization, or NAFO, a group of national security experts and ordinary Twitter users, is using memes to fight Russian propaganda  —  Ivana Stradner opened her iPhone and typed a simple call-to-arms: Unleash the hounds.  —  A Washington think-tanker and an expert …