Released June 29th, 2021
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Robert Cantwell, Jesse Pujji - Facebook: The Trillion Dollar Listing
Robert Cantwell is the founder and CIO of Upholdings. Jesse Pujji is the co-founder and CEO of Ampush. We cover how Facebook successfully navigated the transition from desktop to mobile, what drives the value of its network, and dive deep into the Facebook ad ecosystem.
Public Equity
Technology
Business Building
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Eugenie Wei - Tech, Media, and Culture
Eugene Wei is the former head of product at Hulu & Flipboard, and head of video at Oculus. We cover Eugene's concept of invisible asymptotes, the impact of cameras on society, and the effects of digital networks on the world.
Colossus
Ben Thompson - Platforms, Ecosystems, and Aggregators
Ben Thompson is the author of Stratechery, a business strategy newsletter. We cover his concept of aggregation theory, the evolution of the internet era, and how other tech trends have changed the business world for good.
Colossus
Jesse Pujji - A Primer on Performance Marketing
Jesse Pujji is the Founder & CEO of Gateway X. We cover how revenue mechanics affect ad campaigns, why long sales funnels often offer the greatest opportunities for differentiation, and the various channels and strategies available for performance marketing
Podcast
Mark Zuckerberg On The Future Of AR And VR
An interesting conversation with Mark Zuckerberg on the future of AR and VR.
Video
Mark Zuckerberg: How To Build The Future
Sam Altman interviews Mark Zuckerberg on Facebook's early history, its journey to becoming the biggest social network, and lessons learned.
Video
Snap CEO: Social Media Can Learn From Broadcasting
Snap CEO Evan Spiegel talks about how social media can learn from mainstream media on how to be responsible in the way they communicate.
Article
Mark Zuckerberg On Buying Unity
An internal memo where Mark Zuckerberg articulates the strategic, brand and financial goals Facebook could accomplish by investing in Unity.
Financial Model
Facebook Financial Model
Explore Facebook's financials with Canalyst's fundamental business model.
Article
Manifestos and Monopolies
Ben Thompson examines the deep-rooted suspicions around Facebook and its leader and the challenge it faces around antitrust.
Article
Would Breaking Up "Big Tech" Work? What Would?
Benedict Evans analyses the logic and potential impact of breaking up Facebook and Google.
Article
Everybody Hates Facebook
Packy McCormick explores what people dislike about Facebook and how those things actually make Facebook an incredible business.
Article
A Business Model Of The Facebook Ecosystem
An exploration of Facebook's strategy of growing revenues through targeted advertising.
Article
Facebook Doesn't Sell Your Data. No One Would Buy It
A short description of why Facebook advertising is so valuable.
Article
LinkedIn CEO Jeff Weiner Talks About The Future Of Social Media And Business
Social media is more than building a brand or reaching out to customers.
Book
Facebook: The Inside Story
Steven Levy explores the power and influence of the biggest social network, Facebook, its culture, leadership, and the future.
Book
No Filter: The Inside Story of Instagram
Sarah Frier tells Instagram's story: from its origins in a Silicon Valley coffee shop, to its billion dollar acquisition, to life within FB.