{"id":573318,"date":"2026-08-03T12:46:22","date_gmt":"2026-08-03T12:46:22","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/573318\/"},"modified":"2026-08-03T12:46:22","modified_gmt":"2026-08-03T12:46:22","slug":"meta-earnings-metas-timing-problems-the-financial-tail-stratechery-by-ben-thompson","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/573318\/","title":{"rendered":"Meta Earnings, Meta\u2019s Timing Problems, The Financial Tail \u2013 Stratechery by Ben Thompson"},"content":{"rendered":"

Meta\u2019s earnings were a bit disappointing; future promises about AI products were more disconcerting.<\/p>\n

Subscribe to Stratechery Plus for full access.<\/p>\n

$15 \/ month or $150 \/ year<\/p>\n

With Stratechery Plus you get access to the subscriber-only Stratechery Update<\/a> and Stratechery Interviews<\/a>, and the Sharp Tech, Sharp China, Dithering, Greatest of All Talk, and Asianometry podcasts.<\/p>\n

\"The<\/a><\/p>\n

Stratechery Update
Substantial analysis of the news of the day delivered via three weekly emails or podcasts.<\/p>\n

\"Stratechery<\/a><\/p>\n

Stratechery Interviews
Interviews with leading public CEOs, private company founders, and discussions with fellow analysts.<\/p>\n

\"Dithering\"\/<\/a><\/p>\n

Dithering
A twice-weekly podcast from John Gruber and myself: 15 minutes an episode, not a minute less, not a minute more.<\/p>\n

\"Sharp<\/a><\/p>\n

Sharp Tech
Andrew Sharp and myself discuss how technology works and the ways it impacts our lives.<\/p>\n

\"Sharp<\/a><\/p>\n

Sharp China
A weekly podcast from Andrew Sharp and Sinocism\u2019s Bill Bishop about understanding China and how China impacts the world.<\/p>\n

\"The<\/a><\/p>\n

Greatest Of All Talk
A twice-weekly podcast from Andrew Sharp and Ben Golliver about the NBA, life, and national parks.<\/p>\n

\"\"<\/a><\/p>\n

\"\"<\/a><\/p>\n

Sharp Text
Sharp Text is an extension of GOAT, Sharp Tech and Sharp China, where Andrew writes about basketball, technology, and US-China relations with weekly posts.<\/p>\n

Stratechery Updates are also available via SMS, RSS, or on this site. Please see the Stratechery Update Schedule<\/a> for more details about delivery times and planned days-off. Please note that all subscriptions auto-renew monthly\/annually (but can be cancelled<\/a> at any time). If you are interested in ordering and managing multiple subscriptions for your team or company, please fill in the form here<\/a>.<\/p>\n

Frequently-Asked Questions<\/p>\n

How do I subscribe to the Stratechery Podcast?<\/p>\n

Once you are subscribed, please visit your Delivery Preferences<\/a> where you will find easy-to-follow instructions for adding Stratechery Podcasts to your favorite podcast player.<\/p>\n

Can I read Stratechery via RSS?<\/p>\n

Yes! Create a Stratechery Passport account<\/a>, go to Delivery Preferences, and add your personalized RSS feed. Free accounts will have access to Weekly Articles, while subscribers will have access to the Daily Update as well.<\/p>\n

Can I share a Stratechery Update subscription with a friend?<\/p>\n

No, the Stratechery Update and Stratechery Podcast are intended for one subscriber only. Sharing emails, using shared inboxes, or sharing RSS feeds is a violation of Stratechery\u2019s Terms of Service<\/a>, and your account may be suspended or your RSS feed reset. Of course occasional forwarding of the Stratechery Update to interested friends or colleagues is totally fine.<\/p>\n

Can I buy a subscription for my team?<\/p>\n

Yes! You can purchase a team subscription here<\/a>. <\/p>\n

Can I switch to an annual plan?<\/p>\n

Yes! Just go to your account page<\/a>, choose the \u2018Subscriptions\u2019 tab, and click the Annual upgrade button. You will be charged immediately, with a prorated discount applied for the remainder of your current monthly plan.<\/p>\n

Do you offer a student discount?<\/p>\n

Stratechery is purposely kept at a low price \u2014 thousands of dollars less than other analyst reports or newsletters \u2014 to ensure it is accessible to everyone, including students.<\/p>\n

Can you create a custom invoice that meets my government\/company requirements?<\/p>\n

I am happy to create an invoice to your specification for annual subscribers; however, it is simply not viable for me to offer this service to monthly subscribers. Therefore, if you need a custom invoice please subscribe or switch to an annual subscription and contact Stratechery<\/a>.<\/p>\n

June 1, 2021 Update: We are hoping to add native support for custom invoices to Passport<\/a>; you can subscribe to Passport Updates<\/a> to be notified when it is available.<\/p>\n

Can I give a subscription as a gift?<\/p>\n

Yes! To send a gift visit the gifts page<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Meta\u2019s earnings were a bit disappointing; future promises about AI products were more disconcerting. Subscribe to Stratechery Plus…\n","protected":false},"author":2,"featured_media":573319,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,343,344,85,46,125],"class_list":["post-573318","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-il","tag-israel","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/573318","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=573318"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/573318\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/573319"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=573318"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=573318"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=573318"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}