Meta
The American owner of Facebook, Instagram and WhatsApp, and the largest social media company in the world.
7 figures on Meta, drawn from 4 Modern MBA case studies.
The figures
US dollars5
| Against its own chart | |||
|---|---|---|---|
| Market capitalization of the world's most valuable companies in 2024 | $1,277B | 6th of 10 · top $3,358B | Why Ozempic is so expensive |
| Revenue, operating income and AI capital expenditure at the five companies funding the boom · Revenue | $190B | 5th of 5 · top $639B | Why the AI boom is the dot-com bubble again |
| Annual revenue in billions, 2023–24 | $135B | 6th of 9 · top $648B | Why self-checkout didn't replace cashiers |
| Value of $1,000 invested in 2010 and held to 2019 | $5,396 | 4th of 7 · top $41,255 | Why self-checkout didn't replace cashiers |
| Revenue, operating income and AI capital expenditure at the five companies funding the boom · AI capital expenditure | −$72B | 2nd of 5 · worst −$125B | Why the AI boom is the dot-com bubble again |
Percentages2
| Against its own chart | |||
|---|---|---|---|
| Gross margins of technology companies against retailers, 2019 | 82% | 1st of 10 · top 82% | Why self-checkout didn't replace cashiers |
| Gross margins of consumer electronics companies against consumer software | 79% | 3rd of 9 · top 89% | Why Insta360 beat GoPro at its own game |
Case studies covering Meta
Case study — TechnologyWhy Insta360 beat GoPro at its own gameGoPro invented the category. A startup took 82% of the market and now owns a future that nobody thought was possible.10 min read
Case study — TechnologyWhy the AI boom is the dot-com bubble againDifferent technology, same house of cards — and this time the pump happened in private, where nothing is marked to market.10 min read
Case study — ServicesWhy Ozempic is so expensiveThe same two companies that quintupled the price of insulin now want obesity classified as a disease.16 min read
Case study — Retail & brandsWhy self-checkout didn't replace cashiersAmazon's cashierless store was a thousand people in India watching cameras. Every retailer copied it anyway.15 min read