Meta
Meta
Apple Vision Pro
June 26th, 2023. The Vision Pro Bet, Zuckerberg’s Miscalculation, A New Normal for Headsets
Magic Leap
May 22nd, 2023. Meta Looking at Magic Leap as AR Supplier, Meta’s AR/VR Positioning, Apple Reality Headset BOM
Meta
April 27th, 2023. Meta Earnings, The Holes in Tech’s “Flattening” Job Cuts Theory
Mark Zuckerberg
March 15th, 2023. Meta Announces Another Massive Round of Layoffs, Zuckerberg Discovers Efficiency, How Apple Avoided Significant Layoffs
Reading Between the Lines
November 2022
Reading Between the Lines
August 2022
Reading Between the Lines
May 2022
TSMC
April 2022
2021 10-K