Facebook is weaker than we knew

This kind of decline is not necessarily visible from the outside, but insiders see a hundred small, disquieting signs of it every day ranging from user-hostile growth hacks, frenetic pivots, executive paranoia and the gradual attrition of talented colleagues

By Kevin Roose
Published: Oct 5, 2021

A good way to think about Facebook’s problems is that they come in two primary flavors: problems caused by having too many users, and problems caused by having too few of the kinds of users it wants — culture-creating, trendsetting, advertiser-coveted young Americans. (Delcan & Company/The New York Times)

One possible way to read “The Facebook Files,” The Wall Street Journal’s excellent series of reports based on leaked internal Facebook research, is as a story about an unstoppable juggernaut bulldozing society on its way to the bank.

The series has exposed damning evidence that Facebook has a two-tier justice system, that it knew Instagram was worsening body-image issues among girls and that it had a bigger vaccine misinformation problem than it let on, among other issues. And it would be easy enough to come away thinking that Facebook is terrifyingly powerful, and can be brought to heel only with aggressive government intervention.

But there’s another way to read the series, and it’s the interpretation that has reverberated louder inside my brain as each new installment has landed.

Which is: Facebook is in trouble.

Not financial trouble, or legal trouble, or even senators-yelling-at-Mark-Zuckerberg trouble. What I’m talking about is a kind of slow, steady decline that anyone who has ever seen a dying company up close can recognize. It’s a cloud of existential dread that hangs over an organization whose best days are behind it, influencing every managerial priority and product decision and leading to increasingly desperate attempts to find a way out. This kind of decline is not necessarily visible from the outside, but insiders see a hundred small, disquieting signs of it every day — user-hostile growth hacks, frenetic pivots, executive paranoia, the gradual attrition of talented colleagues.

It has become fashionable among Facebook critics to emphasize the company’s size and dominance while bashing its missteps. In a Senate hearing Thursday, lawmakers grilled Antigone Davis, Facebook’s global head of safety, with questions about the company’s addictive product design and the influence it has over its billions of users. Many of the questions to Davis were hostile, but as with most Big Tech hearings, there was an odd sort of deference in the air, as if the lawmakers were asking: Hey, Godzilla, would you please stop stomping on Tokyo?

But if these leaked documents proved anything, it is how un-Godzilla-like Facebook feels. The documents, shared with the Journal by Frances Haugen, a former Facebook product manager, reveal a company worried that it is losing power and influence, not gaining it, with its own research showing that many of its products aren’t thriving organically. Instead, it is going to increasingly extreme lengths to improve its toxic image, and to stop users from abandoning its apps in favor of more compelling alternatives.

A good way to think about Facebook’s problems is that they come in two primary flavors: problems caused by having too many users, and problems caused by having too few of the kinds of users it wants — culture-creating, trendsetting, advertiser-coveted young Americans.

The Facebook Files contains evidence of both types. One installment, for example, looked at the company’s botched attempts to stop criminal activity and human rights abuses in the developing world — an issue exacerbated by Facebook’s habit of expanding into countries where it has few employees and little local expertise.

But that kind of problem can be fixed, or at least improved, with enough resources and focus. The second type of problem — when tastemakers abandon your platforms en masse — is the one that kills you. And it appears to be the one that Facebook executives are most worried about.

Take the third article in the Journal’s series, which revealed how Facebook’s 2018 decision to change its News Feed algorithm to emphasize “meaningful social interactions” instead generated a spike in outrage and anger.

The algorithm change was portrayed at the time as a noble push for healthier conversations. But internal reports revealed that it was an attempt to reverse a yearslong decline in user engagement. Likes, shares and comments on the platform were falling, as was a metric called “original broadcasts.” Executives tried to reverse the decline by rejiggering the News Feed algorithm to promote content that garnered a lot of comments and reactions, which turned out to mean, roughly, “content that makes people very angry.”

“Protecting our community is more important than maximizing our profits,” said Joe Osborne, a Facebook spokesman. “To say we turn a blind eye to feedback ignores these investments, including the 40,000 people working on safety and security at Facebook and our investment of $13 billion since 2016.”

It’s far too early to declare Facebook dead. The company’s stock price has risen nearly 30% in the past year, lifted by strong advertising revenue and a spike in use of some products during the pandemic. Facebook is still growing in countries outside the United States, and could succeed there even if it stumbles domestically. And the company has invested heavily in newer initiatives, like augmented and virtual reality products, that could turn the tide if they’re successful.

But Facebook’s research tells a clear story, and it’s not a happy one. Its younger users are flocking to Snapchat and TikTok, and its older users are posting anti-vaccine memes and arguing about politics. Some Facebook products are actively shrinking, while others are merely making their users angry or self-conscious.

None of this is to say that Facebook isn’t powerful, that it shouldn’t be regulated or that its actions don’t deserve scrutiny. It can simultaneously be true that Facebook is in decline and that it is still one of the most influential companies in history, with the ability to shape politics and culture all over the globe.

But we shouldn’t mistake defensiveness for healthy paranoia, or confuse a platform’s desperate flailing for a show of strength. Godzilla eventually died, and as the Facebook Files make clear, so will Facebook.
 

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©2019 New York Times News Service

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