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Swiss Knife Investor's avatar

Good piece. One angle worth adding to the META thesis: Chinese ad spend went from $7.4B to $18.35B in two years on a platform that's banned inside China. Temu, Shein, BABA — they're losing a domestic price war and their escape route runs directly through META's pipes. That's not an ad business. That's a geopolitical toll road, and almost nobody is underwriting it that way.

Dr. Gladys Ato's avatar

Jacob thank you for shining a light on the reality of what’s happening with tech & layoffs. My sister just experienced this at LinkedIn a week ago…having to adapt your thinking to “exceptional=at risk” is a mind-fuck. Sending this to her as your insights into what she can do to empower herself through this shift are valuable. 🙏🏽

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