otherJuly 12, 2026Issue #61

Zuckerberg's script is actually working

Mark Zuckerberg just laid out a new playbook for Meta: stop chasing every trend and lean into what Meta is already good at — short-form video, ads, and AI that makes both better. The post breaks down why Meta's recent moves — Threads, Reels, and the AI infrastructure underneath — are pieces of one coherent strategy rather than a scatter of experiments.

The key insight is that Meta's advantage isn't a single product; it's a flywheel. More users means more data, which means better ad targeting and better AI, which means more ads, which means more users. Every move Meta makes either feeds that wheel or gets left behind.

Why this matters for us: as the algorithm decides what we see on the feeds we use every day, knowing how the machine works — and that it's being tuned by a real plan, not just guesswork — is power.

stratechery.com

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