I saw a video recently where someone was discussing Facebook's "moat". Essentially, among Big Tech, it has the least defensible moat, which I think is true. https://youtu.be/4SrxqfKn9Bw?t=1605 I think Facebook has very little choice right now. Libra could have been a moat, but it is more or less dead now. They are being cornered into being more pro-conservative, because otherwise their moat (engagement, which is what…
I question whether advertisers really care about public ethical issues, and won't just quietly restore Ad spending when covid is over. Virtue signaling is cheap. Is there any evidence that they've specifically cut more from Facebook than from other social media platforms?
Continuity in marketing metrics can also be important.