Print desk·2026-07-23.md·.md
Meta vs Google: different books, same decade
Almost all ads. Reality Labs spends. The apps collect the attention. Ads are still the book. Cloud is the growth line. YouTube and subscriptions sit under ads.
Meta leads on Family of apps ads (97%). Google leads on Advertising (75%). The seat follows the slice that pays.
The mix
Hover a slice
- Family of apps ads97%75%
- Reality Labs / other3%—
- Google Cloud—13%
- Other—12%
- MetaGoogle
Almost all ads. Reality Labs spends. The apps collect the attention.
Pays: Advertisers on FB, IG, WhatsApp, Threads.
Builds: Feed ranking, ads, and Reality Labs. Product and ML are the spine.
Ads are still the book. Cloud is the growth line. YouTube and subscriptions sit under ads.
Pays: Advertisers. Cloud customers. YouTube and Pixel on the side.
Builds: Search, ads, YouTube, Cloud, DeepMind / Gemini. The IC book is huge.
The seat
Do not treat Meta and Google as one market. Feed ranking, ads, and Reality Labs. Product and ML are the spine. That is not Search, ads, YouTube, Cloud, DeepMind / Gemini. The IC book is huge. Name the book before the interview.