Meta's Adam Mosseri explains how Instagram really works - and how he wants to build Threads
Adam Mosseri's official title is head of Instagram, Meta's massive photo and video app. He also runs Threads, the Twitter clone the company launched two years ago.
Unofficially, he's become one of Meta's chief explainers, frequently jumping on social media to defend and proselytize on behalf of his employer.
So when I got a chance to interview Mosseri, I had a long list of questions about… lots of things: I wanted to know how Mosseri felt about the company's recent pivot to Trump-friendly policies, and how he looked at TikTok, for instance.
And while it may not be the most important thing on Meta's roadmap, I was also really curious about a unique opportunity Mosseri created for himself: the chance to build a brand-new social network from the ground up. What did he want to accomplish with Threads, and what mistakes that earlier social networks made was he hoping to avoid?
There's a bunch in here. Take a listen and let me know what you think.
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1:02:46
How Apple trapped itself in China
The iPhone you’re reading this on was made in China.
For a long time, that fact was a huge part of Apple’s success story: Working hand-in-hand, Apple and China built a sophisticated supply chain that let Apple manufacture very complicated technology at an enormous scale.
Now that relationship seems like Apple’s achilles heel, says Patrick McGee.
McGee covered Apple for the Financial Times for years. Now his new book “Apple in China” explains how Apple ventured into China, spent years and tens of billions of dollars investing in the country’s production infrastructure, and now seems trapped there — and in the middle of the U.S./China trade war.
McGee’s book is in large part a history book, and one that I’d recommend to anyone who wants to understand Apple, and China. It’s also, obviously, a very timely one. So this interview is part “how did we get here” and also “what happens next”. (Spoiler: Moving Apple’s production to India and Vietnam — something you read about periodically — isn’t going to happen, if ever, for years.)
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1:11:32
Ian Rogers tells me I need a crypto wallet
I wanted to talk to Ian Rogers about his fascinating career. He wanted to talk to me about Ledger, the crypto wallet company he’s working at now.
So we did both things.
Background: Rogers was an important figure in the digital music business, back when the music business was being fundamentally reshaped by digital. He helped the Beastie Boys get on the internet, long before every band did that. Then he helped bring digital music to millions of people in the MP3 era - first at AOL, then Yahoo — and then in the streaming era — first at Beats, and then Apple Music. Then he did digital stuff at LVMH, the luxury goods conglomerate. Now he’s chief experience officer at Ledger, a French company that has sold 7 million physical storage devices for crypto.
I remain confused and skeptical about crypto, but I’m always open to hearing from folks who are passionate about it — to see if they can convince me that I’m missing something. And the most persuasive argument I hear is usually from folks like Rogers — people who were around when the internet was novel and exciting in the 90s, and think they’re seeing the same kind of tectonic shift this time around. It’s a pitch that’s part FOMO — you wouldn’t want to be one of the people who thought the internet was a fad in 1995, right? — and part blue-sky optimism: What if it was 1995 and you could get in on the ground floor of the internet? Take a listen and let me know what you think.
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1:08:41
How to fight Apple and (maybe) win, with Epic Games CEO Tim Sweeney
Today's podcast is an in-depth discussion of Apple's App Store rules and how they... wait! Don't leave!
I could try to tell you why Apple's App Store rules are important to both Apple and the digital economy (sadly, I just realized I've been covering them for nearly 15 years, so they better be important). But a better messenger for that task is Tim Sweeney, the CEO of Epic Games - the company behind Fortnite.
Sweeney has spent 5 years fighting Apple in court - and by his estimation has sacrificed $1 billion in revenue - over the way Apple runs its App Store. For most of that time it seemed like a futile effort.
But last week a federal judge handed Epic what could be a huge victory, and could potentially cost Apple a meaningful amount of revenue. Apple is going to appeal that ruling, but for now, Sweeney sees this a win for his own company, and many other developers who've chafed at the fees they have to pay Apple every time a consumer wants to give them money.
And if you think none of that matters to you, a normal person, Sweeney is happy to explain why (he thinks) you're wrong.
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37:43
Tariffs, Trump, TikTok: What’s going to happen to ads in 2025?
There are all kinds of ways to measure the health of an economy. The one I rely on is ad spending.
One reason for that is simple: I work in ad-supported businesses, so I want to know about things are going to affect me personally. A less self-interested reason: The health of the ad business is tied directly to the way companies feel about their overall health. So if things turn south, you’ll often see it in falling ad spend.
And as the industry gets increasingly digital, that means it’s that much more responsive to changes in the economy: When the pandemic hit 5 years ago, ad spend all but disappeared for a couple months — and then roared back once companies realized how much spending had shifted online.
So that’s the background for my chat with Smartly CEO Laura Desmond, who I often rely on for a state-of-the-state when it comes to the ad industry. Desmond is a longtime ad biz veteran, and at her current gig she works directly with digital clients, helping them figure out where to place their money and the best way to optimize their campaigns. So she’s got excellent insight into the most sensitive spenders in the market.
Desmond’s takeaway: Long-term changes like a possible TikTok ban just don’t show up on most advertisers’ radars. But potential tariff impacts, which could hit by late May, could be a big hit — if they materialize.
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Media and tech aren’t just intersecting — they’re fully intertwined. And to understand how those worlds work, and what they mean for you, veteran journalist Peter Kafka talks to industry leaders, upstarts and observers - and gets them to spell it out in plain, BS-free English.
Part of the Vox Media Podcast Network.
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