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Meta Myths – Stratechery by Ben Thompson

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Meta deserves a bit of a discount off of its recent highs, but a number of myths about its business have caused the market to over-react.

Meta Myths – Stratechery by Ben Thompson Skip to content Meta Myths Monday, October 31, 2022 What happened to Meta last week — and my response to it — expressed in meme-form: In 2018, the market was panicking about Facebook’s slowing revenue and growing expenses, and was concerned about the negative impact that Stories was having on Facebook’s feed advertising business. I wrote that the reaction was overblown in Facebook Lenses , which looked at the business in five different ways: Lens 1 was Facebook’s finances, which did show troubling trends in terms of revenue and e

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