The full Vital Dawn piece can be found here: https://vitalknowledge.net/article/2023/02/02/vital-dawn-for-thursday-february-2  Our thoughts on Meta can be found here: https://vitalknowledge.net/article/2023/02/01/metas-call-had-3-big-takeaways-the-old-useful-life-trick-and-which-tech-report-thurs-night-could-look-most-like-meta