Discussing buying the Meta dip with a friend and realized the case for buying is to cover the political compass. If you’ve been long FB, you either believe enough in Meta’s pole position (cf Quest2) on VR to double down or believe it’s cringe vaporware enough to dump entirely 🤔
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That 2x2 is from a Feb 2019 post. When I made it I hadn’t heard of Peter Thiel’s “AI is communist, crypto is libertarian” line. I think I still stand by my alt political map. GOFAI is communist but modern ML is more auth-right.
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My framework for thinking about this: Amazon was 8 years old in 2002 when it started thinking about AWS and 12y old when S3/EC2 launched in 2006.
FB was 10 years old when it acquired Oculus in 2014, and 15y old in 2019 when Quest launched.
It’s time for a bet the farm bet, no?
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