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Zuck basically laying out the thesis for Muse’s long-term strategy right here. Eventually a tax on commerce. $META

CapexAndChill

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624,836 görüntüleme • 7 gün önce •via X (Twitter)

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monkeybizniz profil fotoğrafı

monkeybizniz6 gün önce

ma boy zuck took too much caffeine this morning, talking very fast. but great model, vision, and philosophical as always.

Good beagle boy profil fotoğrafı

Good beagle boy7 gün önce

It’s more likely going to come from $SHOP $AMZN, $BKNG etc.

David Jones profil fotoğrafı

David Jones7 gün önce

Meta already has a tax on commerce (advertising), around 5-20% of revenue for brands

Jonny Caiani profil fotoğrafı

Jonny Caiani7 gün önce

I wonder how that tax would scale

Noah AI Insights profil fotoğrafı

Noah AI Insights7 gün önce

A tax on commerce is the endgame thesis. Execution and trust come first.

Cafecito Finance profil fotoğrafı

Cafecito Finance6 gün önce

I’m glad to know the company has a plan for its CapEx investments. FCF has tanked and that’s could be worrisome to some, but for the visionaries it’s all part of the process. $META

PipeBlade | Unofficial Muse Guy profil fotoğrafı

PipeBlade | Unofficial Muse Guy7 gün önce

Is not going to come from us.

JeffMohler profil fotoğrafı

JeffMohler6 gün önce

Or is it a facilitating fee?

Stocktavian August · Ładne mi rzeczy! profil fotoğrafı

Stocktavian August · Ładne mi rzeczy!6 gün önce

Would you be so kind and point me to the whole conversation?

Stocktavian August · Ładne mi rzeczy! profil fotoğrafı

Stocktavian August · Ładne mi rzeczy!6 gün önce

Thank you!

Brent profil fotoğrafı

Brent6 gün önce

checking to make sure my playback speed isn't set to 20x normal...be back in a sec

Swamy G profil fotoğrafı

Swamy G6 gün önce

Where is this from?

Shay O'Kelly profil fotoğrafı

Shay O'Kelly6 gün önce

Love the way Zuck frames this. My belief is the ecosystem play $META is after will drive tons of value. Getting strong users by free products like Llama and Muse and then figuring out how to monetize it after makes a ton of sense to me and believe starts taking market share away from the frontier labs that are charging 10x the price.

Syxtek profil fotoğrafı

Syxtek6 gün önce

@AndrewYang smells like something you said YEARS ago, freedom dividend when?

BizTechia profil fotoğrafı

BizTechia7 gün önce

🦍🌀🦍🌀

shao profil fotoğrafı

shao6 gün önce

Everyone else (including Google the father of internet ads) was like ads are dirty… meta is embracing it. It’s the right play, OpenAI seems to agree but not sure if they have enough advertisers base to beat meta ads network, in the end it will come to speed.

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