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Tuesday, 1 November 2022

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:
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 …



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg : Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025...