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The $META Investment Thesis: The Markets are Wrong
Episode 72
In this episode, we explor Meta's stock performance amid competition from Google and OpenAI. We discuss challenges with products like the Vibes app and evaluate the behemoth's long-term potential.
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🌌 SORA CODES: DM US A SCREENSHOT ⬇️
https://x.com/LimitlessFT
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TIMESTAMPS
0:00 Meta's AI Spending Frenzy
1:01 The Bull and Bear Case for Meta Stock
4:00 Hiring Insights and Market Reactions
4:38 Evaluating Meta's Spending Strategy
9:28 The Dilemma of Meta's Product Launches
10:50 Unpacking the Ray-Ban Meta Displays
13:19 Meta's Hardware Challenges
18:05 Meta's Data Center Ambitions
20:01 The State of Meta's AI Apps
23:20 Meta Vibes: A Missed Opportunity
25:16 The Future of Meta’s AI Models
30:40 The Bull Case for Meta's Future
35:41 Final Thoughts on Meta Stock
38:36 Special Offer for Our Listeners
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RESOURCES
Josh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Published on 3 weeks ago