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i highlighted Meta last week and the thesis is starting to get more interesting their AI spend is beginning to show up across the actual business, especially ads, while the consumer side keeps expanding with products like Meta AI the market has spent a lot of time focused on... show more

Ansem 🐂🀄️

1,424,936 subscribers

114,595 Aufrufe • vor 2 Tagen •via X (Twitter)

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15 Kommentare

Profilbild von AD

ADvor 2 Tagen

Mensa kid speaking

Profilbild von ligtheartednes

ligtheartednesvor 2 Tagen

what about the $Z500 , are you still consistent bro?

Profilbild von PlzDontTouchMyRAF

PlzDontTouchMyRAFvor 2 Tagen

Meta ATH Btc pico bottom Sol bottom Zcash Do I need to go on? This man pays you by talking

Profilbild von Maeti

Maetivor 2 Tagen

Sakadung 🍏 looking good

Profilbild von BagworkTrencher

BagworkTrenchervor 2 Tagen

meta is like $https for profits in the trenches

Profilbild von Deep kumar

Deep kumarvor 2 Tagen

Meta's distribution moat is silent alpha

Profilbild von Waliyullahi Adebayo

Waliyullahi Adebayovor 2 Tagen

🤔🤔🤔🤔🤔

Profilbild von Sparsh | Noah AI

Sparsh | Noah AIvor 2 Tagen

distribution is the real moat here

Profilbild von Genius💡💹🧲 🤖

Genius💡💹🧲 🤖vor 2 Tagen

ads improving from AI is the real signal most people sleeping on

Profilbild von Jesus Coin

Jesus Coinvor 2 Tagen

what about an eternal meta ✝️

Profilbild von DuckDice

DuckDicevor 2 Tagen

meta's printing money while everyone's still mining lpt

Profilbild von Cahnu

Cahnuvor 2 Tagen

Meta tends to be late to trends and tries to play catch up by out spending competitors. Given they are just shy of ATH and performed terribly in the metaverse era with a similar setup, I'd argue the R/R here for a swing long is terrible here.

Profilbild von Doge Destiny (NFT Item)

Doge Destiny (NFT Item)vor 2 Tagen

ai up, brick and motor down 🔥

Profilbild von munira.base.eth

munira.base.ethvor 2 Tagen

the ad moat is actually insane

Profilbild von f1nk1r

f1nk1rvor 2 Tagen

distribution was the trade

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Roberto Nickson

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from my perspective, Meta is still pretty under-discussed in the AI race > open-source models keep getting more efficient > distribution becomes a huge edge as models improve > Meta already has billions of users across its products > better AI can improve personalization + ad targeting its open-source AI strategy gives it a different position from other big labs, one of the larger AI companies i’m paying more attention to right now

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Ansem 🐂🀄️

291,540 Aufrufe • vor 8 Tagen

🚨 META: Is a 100% Move Brewing? 👀📈 The market may still be underestimating what META is building. AI + massive user ecosystem + advertising dominance + growing monetization = a powerful long-term setup. And one thing I’m watching closely 👀: Zuckerberg has not been showing the same level of recent stock selling that investors have seen in prior periods. If META continues executing while AI spending turns into higher revenue and margins, the upside could get VERY interesting. 🎯 Long-term thesis: 100%+ upside potential Not a prediction. Not financial advice. Just a setup worth watching. 📊 Would you hold META for a potential double? 👇 #META #MetaStock #MarkZuckerberg #AI #ArtificialIntelligence #StockMarket #Investing #LongTermInvesting #GrowthStocks #TechStocks #Trading #ProblemSniper

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The Wisemen Alpha

15,058 Aufrufe • vor 8 Monaten

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Shay Boloor

121,621 Aufrufe • vor 2 Monaten

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Ansem says $VVV is one of the sleeper consumer app play in crypto "VVV is a sleeper consumer app play onchain. I think VVV is one of the sleeper plays in crypto" "They have like 4 million users right now. I think they just hit like $100 million annualized revenue" "VVV is one of the applications that has found breakout success and consumer success, which is extremely hard to do with customers that aren't even really crypto-native" "I think the narrative for them as uncensored AI is just great generally going forward" "For the same reason that Bitcoin made a ton of sense, like uncensored money, you should have uncensored access to AI, especially if AI is going to continue to get a lot more impressive over the years" "It's a great trade. It was a really strong leader this year. It went from $1 to $20" "Their numbers are fucking through the roof. They're crushing it" "I think it's rare that a crypto app is crushing it outside of crypto and also has a token attached to it. And the team is focused on delivering value to the token as well" "I like Venice a lot. There's not really much that they're competing with in the AI space right now in crypto"

Ansem says $VVV is one of the sleeper consumer app play in crypto "VVV is a sleeper consumer app play onchain. I think VVV is one of the sleeper plays in crypto" "They have like 4 million users right now. I think they just hit like $100 million annualized revenue" "VVV is one of the applications that has found breakout success and consumer success, which is extremely hard to do with customers that aren't even really crypto-native" "I think the narrative for them as uncensored AI is just great generally going forward" "For the same reason that Bitcoin made a ton of sense, like uncensored money, you should have uncensored access to AI, especially if AI is going to continue to get a lot more impressive over the years" "It's a great trade. It was a really strong leader this year. It went from $1 to $20" "Their numbers are fucking through the roof. They're crushing it" "I think it's rare that a crypto app is crushing it outside of crypto and also has a token attached to it. And the team is focused on delivering value to the token as well" "I like Venice a lot. There's not really much that they're competing with in the AI space right now in crypto"

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CapexAndChill

144,650 Aufrufe • vor 3 Monaten

Brian sits on the board of Y Combinator. He said the last batch had 175 companies and only 16 of them weren't enterprise. "Here are the reasons I think it's happening. Number one, when ChatGPT came out, people were afraid it was going to kill their business. Number two, the business model is tricky. There is no consumer business model for AI that I've seen. For example, ChatGPT, there's three ways it can monetize subscriptions. Unfortunately, they're probably going to hit a local maximum percentage of users. Ads, they're hitting a local maximum because Claude and Gemini are not going to do ads. And e-commerce, they shut down the third party apps. And so the first thing is you need to have a business model around consumer AI. People are not trained to pay for information. The second problem is distribution is mature. Like the app store. Now again, top three apps in the app Store are AI, so it does prove you have something revolutionary, you'll find your way to the top. The third thing is, while I think Silicon Valley, we like to describe ourselves as rebels. I think it's very trend based and vibe based. And I think the trend is enterprise. Maybe finally the reason people aren't doing consumer companies is that they're just harder. You have to be good at a lot more things. You generally have to be better at design, marketing, culture, press. It's not purely technology and sales. But my prediction is that we're living in the age of enterprise AI, and I think in the next 12 to 24 months you're gonna see the beginning of a consumer AI renaissance. Almost every app on my home screen has not changed since AI, including Airbnb. I think that's gonna change in two years."

Brian sits on the board of Y Combinator. He said the last batch had 175 companies and only 16 of them weren't enterprise. "Here are the reasons I think it's happening. Number one, when ChatGPT came out, people were afraid it was going to kill their business. Number two, the business model is tricky. There is no consumer business model for AI that I've seen. For example, ChatGPT, there's three ways it can monetize subscriptions. Unfortunately, they're probably going to hit a local maximum percentage of users. Ads, they're hitting a local maximum because Claude and Gemini are not going to do ads. And e-commerce, they shut down the third party apps. And so the first thing is you need to have a business model around consumer AI. People are not trained to pay for information. The second problem is distribution is mature. Like the app store. Now again, top three apps in the app Store are AI, so it does prove you have something revolutionary, you'll find your way to the top. The third thing is, while I think Silicon Valley, we like to describe ourselves as rebels. I think it's very trend based and vibe based. And I think the trend is enterprise. Maybe finally the reason people aren't doing consumer companies is that they're just harder. You have to be good at a lot more things. You generally have to be better at design, marketing, culture, press. It's not purely technology and sales. But my prediction is that we're living in the age of enterprise AI, and I think in the next 12 to 24 months you're gonna see the beginning of a consumer AI renaissance. Almost every app on my home screen has not changed since AI, including Airbnb. I think that's gonna change in two years."

Patrick OShaughnessy

285,938 Aufrufe • vor 4 Monaten

Dana White says the average salary for Meta AI employees is $65,000,000 “So Meta AI. I'm on the board for Meta. Zuckerberg who is a brilliant fucking gangster. These people who try to talk shit about him and everything else, I'm so blown away and impressed by this guy. He's an animal and putting all the chips in on AI” “We just hired 10 kids that are aged 22 to 28. The average salary is like $65 million that these kids are making that are coming in working on AI. You hear a lot of negativity about AI. There's way more positives about AI than negative”

Dana White says the average salary for Meta AI employees is $65,000,000 “So Meta AI. I'm on the board for Meta. Zuckerberg who is a brilliant fucking gangster. These people who try to talk shit about him and everything else, I'm so blown away and impressed by this guy. He's an animal and putting all the chips in on AI” “We just hired 10 kids that are aged 22 to 28. The average salary is like $65 million that these kids are making that are coming in working on AI. You hear a lot of negativity about AI. There's way more positives about AI than negative”

dank

2,305,348 Aufrufe • vor 2 Monaten

Appreciate you Charles for having me on today! We covered: • $AMD emerging as the second source of the AI economy • My two favorite emerging market names for 2026: $MELI & $JMIA • $MU at the center of the next AI spend cycle as AI becomes memory-first • $NVDA laying out the blueprint for the operating system of the AI economy • $META & $AMZN winning in AI through distribution, data, and workflow control • $EOSE as a winner from AI data centers creating extreme load swings that long-duration zinc storage is built to handle

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Shay Boloor

252,570 Aufrufe • vor 8 Monaten

"The hold up is the hundreds of millions of dollars spent by Big Tech to try to kill this bill," says Richard Blumenthal on the bipartisan Kids Online Safety Act. "They love their business model. More eyeballs for longer periods of time means more advertisers." $META

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CNBC Sport

32,345 Aufrufe • vor 2 Jahren