Economy & Markets
We think Meta is just a social media company hoarding chips for internal algorithms. They are actually building the hidden infrastructure to become the next dominant cloud computing giant.
Meta
We assume artificial intelligence becomes perfectly rational by consuming massive amounts of human data. In reality anonymous internet trolls are secretly poisoning these algorithms and actively threatening the entire future of automated social media marketing.
Technology
We assume the current social media monopoly has permanently captured the smart glasses market through early deployment & aggressive pricing. Google is preparing to deploy an overwhelming technological and behavioral integration strategy that could instantly make the current market leader obsolete.
We assume messaging applications are strictly designed for casual conversations between friends and family. In reality the new presentation features on WhatsApp signal a massive covert operation to completely dominate the global enterprise software market.
We assume the term artificial intelligence remains the ultimate marketing buzzword to guarantee consumer adoption. In reality consumer sentiment has completely soured making Google replacing the cursed acronym with the word intelligent an absolutely brilliant branding maneuver.
Meta
We assume smart glasses are simply a convenient tool for recording our daily vacations and family moments. In reality the new autocapture feature is quietly crowdsourcing the exact first person training data required to animate the next generation of humanoid robots.
Meta
We assume social media dominance relies entirely on refining software algorithms to capture passive attention. In reality Meta is building an absolute monopoly by forcing the internet to experience life exclusively through their proprietary physical hardware.
Product Design
We assume product managers understand their users by conducting endless corporate interviews and studying massive data dashboards. In reality the absolute best software is built by executives who quietly work part time jobs utilizing their own platforms.
Meta
We assume massive technology monopolies are constantly engaged in brutal combat for our digital attention. In reality the ultimate survival of the Meta advertising ecosystem relies entirely on the invisible hardware and software infrastructure built by Google.
Meta
We assume massive foreign competitors exist strictly to destroy incumbent domestic monopolies. In reality the explosive arrival of a viral short form video application provided the exact existential threat required to completely revitalize an aging social network.
Product Design
We assume corporate branding requires slapping the parent company name on every single new software feature. In reality Meta brilliantly engineered a massive portfolio of independent micro brands that completely isolates risk and maximizes user retention.
We assume the ultimate global messaging application will remain permanently free and beautifully simple forever. In reality Meta is launching a paid subscription tier that will completely destroy the minimalist architecture of the platform.