Meta Excels at Copying, but at What Cost?
Innovation is an intriguing word. Every tech company thinks of itself as an innovative leader while claiming innovation is in short supply at their competitors.
Innovation is an intriguing word. Every tech company thinks of itself as an innovative leader while claiming innovation is in short supply at their competitors. Last week, frustrated at continuing to need to go through Apple to reach his users, Mark Zuckerberg made the outlandish claim that Apple hasn’t innovated in decades. It’s an especially bold claim as Meta’s claim to innovation has been excelling at copying and then monetizing features from competitors.
When defining innovation, it may be tempting to associate the word with being first or different. For the past two decades, we have seen many tech companies approach innovation as a race.
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Valuing Meta
As Mark Zuckerberg contemplates some of his toughest business strategy decisions to date, Wall Street has already weighed in with its verdict on Meta: The company has about a decade left. While that dire prediction will likely morph with Wall Street’s always-changing mood, a closer examination of Meta’s valuation reveals several intriguing questions applicable to valuing Big Tech in general.
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Elon Musk Buys Twitter
It’s been quite the April for Elon Musk. Within just three weeks, Musk went from disclosing that he had spent months quietly amassing a 9% stake in Twitter, to accepting and then turning down a Twitter board seat, to finally having Twitter’s board accept his hostile takeover bid for $44 billion.
Musk buying Twitter is a big deal for a few reasons:
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