SF Bureau Chief at The Information covering AI and enterprise technology; provides analysis on OpenAI leadership changes and competitive dynamics.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
The $18B settlement over a decade is manageable for Meta given $60B net profit; the behavioral remedies (daily limits, nighttime blocks, age assurance, parental tools) are at least as important as the money. Meta positioned itself as industry leader by making 30% of payment contingent on TikTok and YouTube adopting same changes.