this is very bullish for $META. AI commoditises means value shifts to ecosystems & distribution.
$META 3B+ users, open source AI and infra make it the default winner.
$META doesn't need to own the stack to win.
bullish for $META.
AI models commoditise, value shifts to ecosystems, distribution, data plus proprietary learning loops is exactly where $META is positioned
3B+ users and world class infrastructure mean Meta benefits from widespread AI adoption without needing to own every enterprise's proprietary stack
@joecarlsonshow i agree. who do you trust to allocate capital more effectively? the government, which often struggles with the operational responsibilities it already has or entrepreneurs like Elon musk?
who do you trust to allocate capital more effectively? the government, which often struggles with the operational responsibilities it already has or entrepreneurs like Elon musk?
if Elon had been capped at £1 billion, there would be no Tesla, no SpaceX, no The Boring Company and none of the trillions of dollars in value creation, innovation, investment and jobs those companies have generated