I’m less impressed with Zuck every time I hear something new about him.

Apple has made incredible progress in the last 20 years, but almost none of that has been a brand new product. It has all been evolving the existing products and on building the world’s best supply chain and rearing incredible market share from Windows. To be clear, AirPods are a much bigger market than Nike shoes. Those, plus Apple Watch, iPad and Vision Pro are new in the last 20 years.

In the past 20 years, the Facebook website has evolved, but all of the other major investments by the company have been acquisitions. Instagram, WhatsApp, Oculus. Diem (or whatever that proprietary cryptocurrency was called) and the Metaverse were massive failures. I don’t know what to credit Meta for in the AI era except some of the LLAMA tooling and some open weights LLMs. CZI is doing cool things, but that’s Zuck’s private science company, not part of Meta.