"Building the Future of Connection"
Table of Contents
1. Company Snapshot
🌍 Global HQ: Menlo Park, CA (60-acre “MPK20” campus)
📅 Founded: 2004 (Zuckerberg’s Harvard dorm) → IPO: 2012
🏦 Financial Power:
- Market Cap: $1.2T (2024)
- Cash Reserves: $41B
👥 Workforce: 67,000+ (50% engineers)
🌐 Digital Empire: - 3.2B daily users across apps
- 200M+ Quest headsets sold
2. Core Philosophy
🧬 Cultural Mantras:
- “Move Fast and Break Things” (Now “Move Fast with Stable Infra”)
- “The Hacker Way” (Engineering-first)
- “Metaverse or Bust”
🌟 Unique Practices:
- Bootcamp onboarding (6-week coding marathon)
- 6-month “freeze” after product launches
- Zuck’s personal AI butler “Jarvis”
3. Leadership
| Role | Leader | Superpower |
|---|---|---|
| CEO | Mark Zuckerberg | Product Visionary |
| CTO | Andrew Bosworth | AR/VR Evangelist |
| CPO | Chris Cox | Social Algorithm Guru |
Notable Alumni:
- Sheryl Sandberg (Lean In legacy)
- Palmer Luckey (Oculus founder → Anduril)
4. Evolution Timeline
👥 2006: News Feed launch
📱 2012: Instagram acquisition (1B→now1B→now100B+)
🕶️ 2021: Facebook → Meta rebrand
🤖 2024:
- Llama 3 AI (Open-source challenger to GPT-4)
- Ray-Ban Meta smart glasses (10x gen1 sales)
5. Business Architecture
💰 Revenue Streams:
- Ads (98% of $134B revenue)
- Reality Labs (2Bsales,but2Bsales,but16B losses)
- WhatsApp monetization (Emerging)
🆚 Competitive Moats:
| Competitor | Meta’s Edge |
|---|---|
| TikTok | Reels now 40% of IG time |
| Apple | Cross-app tracking workarounds |
| Snap | 10x more DAUs |
6. Strategic Battlegrounds
🚀 Growth Vectors:
- AI chatbots across apps
- WhatsApp Payments (India/Brazil)
- Quest 3 enterprise adoption
💣 Existential Risks:
- Gen Z abandoning Facebook
- EU DMA breaking ad targeting
7. Financial Firepower
| Metric | Value | Context |
|---|---|---|
| R&D Spend | $37B | More than NASA |
- Free Cash Flow | $29B | Funds all metaverse bets |
- CAPEX | $34B | AI data centers |
8. SWOT Analysis
💪 Unmatchable Strengths:
- Attention monopoly (2.5hrs/user/day)
- AI research (FAIR lab breakthroughs)
📉 Vulnerabilities:
- Apple’s ATT policy cost $10B/year
- No “must-have” metaverse product
🌱 Blue Oceans:
- AI personas (Zuck’s “AI Studio” vision)
- Neural wristband typing
☠️ Nightmare Scenarios:
- Another Cambridge Analytica
- US TikTok ban overturned
9. 2024 Game Changers
🤖 Tech Bets:
- Code Llama (AI that writes software)
- Emu video generation
🌎 Global Moves:
- India elections integrity ops
- EU compliance overhaul
10. Interview Playbook
💡 Must-Know:
- PM interview = Product Sense + Execution
- How ranking algorithms actually work
🎯 Killer Questions:
“How would you monetize WhatsApp without ads?”
“Is the metaverse still viable post-AI boom?”
11. Why Meta Wins
Core Advantages:
🔹 Data Network Effects: 70% of non-China internet users
🔹 Zuck’s Control: 58% voting shares
🔹 AI Talent: 50% of FAANG’s top ML researchers