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Meta is going to have higher ads revenue than Google this year.

Social media is an extremely competitive landscape, with competitors rising overnight.

Google, Apple and Microsoft dominate the world with their products and platforms. Facebook & WhatsApp certainly doesnt.


> Social media is an extremely competitive landscape, with competitors rising overnight.

This is not true at all. There are two players. FB/Instagram and TikTok. Using one does not preclude using the other. Other than tiktok, who was the last new player in social?

> Google, Apple and Microsoft dominate the world with their products and platforms. Facebook & WhatsApp certainly doesnt.

Whole countries literally run on WhatsApp.


https://en.wikipedia.org/wiki/List_of_most_popular_social_pl...

There are all kinds of social media, its segmented by userbase, and culture/geography.

Telegram has 1B users (which is surprising to me, I thought it was an ex-Soviet thing), and there are entire geographic strongholds, such as Russia and China.

Russia and China still use iPhones and Windows, but entirely skipped out on Facebook and Whatsapp.


> There are all kinds of social media, its segmented by userbase, and culture/geography.

Your own link has Meta with 3 of the top 4 platforms. Can you really see any of the competitors overtaking them in even the medium term?

> Russia and China still use iPhones and Windows, but entirely skipped out on Facebook and Whatsapp.

China doesn't use Google either, and while they might use Windows they're staying off Azure which is where Microsoft's main business is these days.

Yes there are countries which stay off Meta. But they are just as embedded in the workings of the world as any of the companies you mentioned, probably more so. Government decisions are made by people using a mix of Apple, Google and Microsoft hardware - but all of them are communicating over WhatsApp.


3B Facebook users!

And for all the scorn it gets on HN, Facebook still works for some of my use cases: high school friends, low-contact relatives, obscure geography groups, the Philippines.


You don’t consider YouTube to be social media?

I wish WhatsApp would get nationalized. I absolutely hate having to use it.

That has been the talking point since facebook launched.

It's not diversified enough IMHO compared to those other companies. That makes its market cap fragile and vulnerable to disruption.

I'm convinced all of Meta is fraud though so that's not surprising

My kid’s elementary school in Seattle starts at 7:50 AM


Yeah, you can't have kids walking in daylight during the winter solstice unless all schools start at the same time. You can pick a time zone to match the school start time, or you can pick a school start time to match the time zone. But any school more that 30 minutes different has kids walking in the dark during the winter solstice.


Nor do they have to. Inference from different users is batched together.


Ok? Even if they're batched? Grid energy is batched too


Because a nanny in Seattle charges $30/hr.


Something's not adding up there unless you mean 30/hr/kid


At $30 an hour, $6,000 would cover 10 hours a day for 20 days per month.


Do you think Shanghai has better career opportunities?



After 15 years in Silicon Valley and San Francisco startup and tech scene, the future is absolutely in China.


In Polish ch and h would be read the same (kinda like the English h sound).


Civilian telecoms are absolutely used in military UAVs. Ukraine and Russia both use their opponents SIM cards in long range strike drones. And I’m pretty sure that attack vector would work well anywhere, including the US.


In China there are. But of course the hardware and supplier integration is much easier for them than for American competitors.


Why is Singapore even in an English language competition? It's the dominant language there.


The Soviet and now post-soviet "tushenka" is 100% derived from American WW2 spam. But I think it actually tastes better, try some if you have an Eastern European store around.


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