Meta's Datacenters + Zuck's Security Detail
A deep dive into datacenter costs and tradeoffs in the race to dominate AI
Niya Dragova /
Latest Meta Jobs + Analyst Chatter
Niya Dragova /
Earnings Breakdown + Mark v Elon Fight
Niya Dragova /
Meta Stock Bull Run?, Pre-Earnings Themes, No Drama Llama- v2
Why analysts are loving the stock this cycle
Niya Dragova /
Meta wants conservatives back + Should teens be on social media?
A deep dive on what happened to alt right social platforms and why Meta should copy China's approach to teens on social
Niya Dragova /
Meta Board Salaries, Trading Activity and new Layoff Data
Curious how much Meta's board gets paid? Wonder no more
Niya Dragova /
META Earnings Call - Full Breakdown
Morgan Stanley changes its mind, AI scores big gains
Niya Dragova /
What Meta Can Learn From Discord
How Discord commerce works and why WhatsApp should take notes
Niya Dragova /
Meta uses Bain for Layoffs, Class B Share Stuff, Generative AI
Bain is in the building making layoff decisions, Meta's generative AI bets, Mark's Class B shares
Niya Dragova /
Meta stock rally, Layoffs again, Patent Curiosities
We look at the last layoff to glean what could happen next. Analysis of Meta's key patents
Niya Dragova /