Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

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

CapexAndChill's profile picture

CapexAndChill

12,568 subscribers

624,836 Aufrufe • vor 7 Tagen •via X (Twitter)

Finanzen
LIVE

Anya Rossi• Live Now

Private livecam show

16 Kommentare

Profilbild von monkeybizniz
monkeybiznizvor 7 Tagen

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

Profilbild von Good beagle boy
Good beagle boyvor 7 Tagen

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

Profilbild von David Jones
David Jonesvor 7 Tagen

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

Profilbild von Jonny Caiani
Jonny Caianivor 7 Tagen

I wonder how that tax would scale

Profilbild von Noah AI Insights
Noah AI Insightsvor 7 Tagen

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

Profilbild von Cafecito Finance
Cafecito Financevor 6 Tagen

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

Profilbild von PipeBlade | Unofficial Muse Guy
PipeBlade | Unofficial Muse Guyvor 7 Tagen

Is not going to come from us.

Profilbild von JeffMohler
JeffMohlervor 6 Tagen

Or is it a facilitating fee?

Profilbild von Stocktavian August · Ładne mi rzeczy!
Stocktavian August · Ładne mi rzeczy!vor 6 Tagen

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

Profilbild von Stocktavian August · Ładne mi rzeczy!
Stocktavian August · Ładne mi rzeczy!vor 6 Tagen

Thank you!

Profilbild von Brent
Brentvor 7 Tagen

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

Profilbild von Swamy G
Swamy Gvor 7 Tagen

Where is this from?

Profilbild von Shay O'Kelly
Shay O'Kellyvor 6 Tagen

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.

Profilbild von Syxtek
Syxtekvor 7 Tagen

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

Profilbild von BizTechia
BizTechiavor 7 Tagen

🦍🌀🦍🌀

Profilbild von shao
shaovor 7 Tagen

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.

Ähnliche Videos

This is how basically every long-term discussion about a mildly popular movie goes on here
2:18

This is how basically every long-term discussion about a mildly popular movie goes on here

Jonathan

133,351 Aufrufe • vor 3 Monaten

Forrest Li on $SE's path to a $1T valuation hinges on transforming into an AI-centric organization, but the takeaway here is operating leverage rather than just hype. By automating ~80% of customer service inquiries and accelerating game asset production, $SE is targeting tangible margin expansion and a defensive logistics moat that pure-play competitors like TikTok struggle to replicate. The strategy signals a mature pivot from user acquisition to unit economic efficiency and long-term free cash flow growth. I love it!
1:07

Forrest Li on $SE's path to a $1T valuation hinges on transforming into an AI-centric organization, but the takeaway here is operating leverage rather than just hype. By automating ~80% of customer service inquiries and accelerating game asset production, $SE is targeting tangible margin expansion and a defensive logistics moat that pure-play competitors like TikTok struggle to replicate. The strategy signals a mature pivot from user acquisition to unit economic efficiency and long-term free cash flow growth. I love it!

CapexAndChill

14,663 Aufrufe • vor 7 Monaten

Meta CTO confirmed that over the last year Zuck had to go founder mode. He also really appreciated Alexandr Wang joining the team last year. To build their latest model, Meta executed an emergency pivot, pulling thousands of employees off their normal duties to generate expert traces, which are hand-guided coding examples required to post-train the model. This confirms that the bottleneck for frontier models is not just raw compute, but high-fidelity, human-verified reinforcement data. Good listen. $META
2:45

Meta CTO confirmed that over the last year Zuck had to go founder mode. He also really appreciated Alexandr Wang joining the team last year. To build their latest model, Meta executed an emergency pivot, pulling thousands of employees off their normal duties to generate expert traces, which are hand-guided coding examples required to post-train the model. This confirms that the bottleneck for frontier models is not just raw compute, but high-fidelity, human-verified reinforcement data. Good listen. $META

CapexAndChill

92,351 Aufrufe • vor 2 Monaten

Warren Buffett on having the right mindset for long-term investing:
0:29

Warren Buffett on having the right mindset for long-term investing:

Steve Wagner

62,257 Aufrufe • vor 3 Jahren

NEW: NASA is laying out its long-term vision for a massive lunar base — one that could eventually stretch hundreds of square miles and support humans living and working on the lunar surface. Officials say the plan centers on building up different assets over time while testing the science of survival in one of the harshest environments known.
0:40

NEW: NASA is laying out its long-term vision for a massive lunar base — one that could eventually stretch hundreds of square miles and support humans living and working on the lunar surface. Officials say the plan centers on building up different assets over time while testing the science of survival in one of the harshest environments known.

Fox News

95,842 Aufrufe • vor 3 Monaten

Zuckerberg reveals that the near-term unlock for AI is agentic AI. This is moving away from the one-question, one-answer prompt model. $META is pivoting its consumer hardware to facilitate an always-on AI assistant. Zuckerberg envisions users tuning their glasses from 30 minutes of live AI engagement to eventually all day. The AI will proactively watch, listen, and offer assistance without being explicitly prompted. The glasses are the mechanism for this level of AI context. Smartphones in pockets cannot provide the continuous visual and auditory data stream needed for ambient AI. I see the vision 😏
2:40

Zuckerberg reveals that the near-term unlock for AI is agentic AI. This is moving away from the one-question, one-answer prompt model. $META is pivoting its consumer hardware to facilitate an always-on AI assistant. Zuckerberg envisions users tuning their glasses from 30 minutes of live AI engagement to eventually all day. The AI will proactively watch, listen, and offer assistance without being explicitly prompted. The glasses are the mechanism for this level of AI context. Smartphones in pockets cannot provide the continuous visual and auditory data stream needed for ambient AI. I see the vision 😏

CapexAndChill

144,650 Aufrufe • vor 2 Monaten

When asked about the ratio of successful bets to failures, Zuckerberg dismissed the concept of a "batting average" in tech creation. He argued that in creation, "the upside is almost infinite," meaning a single product reaching billions of users financially eclipses numerous failed, expensive hardware experiments. He said that Meta's company culture is "not very afraid of failure" and can "tolerate being ridiculed for long periods of time". Zuckerberg views expensive experimentation not as sunk costs or failures, but as the necessary "price of learning" in a market where you must build things physically to see if they work. For a long-term strategist, this means Meta's R&D budget will remain highly aggressive, and they are structurally insulated against short-term Wall Street pressure to pull back on currently unprofitable bets. $META
3:13

When asked about the ratio of successful bets to failures, Zuckerberg dismissed the concept of a "batting average" in tech creation. He argued that in creation, "the upside is almost infinite," meaning a single product reaching billions of users financially eclipses numerous failed, expensive hardware experiments. He said that Meta's company culture is "not very afraid of failure" and can "tolerate being ridiculed for long periods of time". Zuckerberg views expensive experimentation not as sunk costs or failures, but as the necessary "price of learning" in a market where you must build things physically to see if they work. For a long-term strategist, this means Meta's R&D budget will remain highly aggressive, and they are structurally insulated against short-term Wall Street pressure to pull back on currently unprofitable bets. $META

CapexAndChill

126,419 Aufrufe • vor 2 Monaten

“Our long term trajectory for crypto adoption is straight up and to the right.” 📈 Kraken Head of Strategy spoke to CNBC about his views on worldwide crypto adoption.
0:24

“Our long term trajectory for crypto adoption is straight up and to the right.” 📈 Kraken Head of Strategy spoke to CNBC about his views on worldwide crypto adoption.

Kraken

30,151 Aufrufe • vor 3 Jahren

Strategy CEO: May sell Bitcoin for long-term shareholder value On May 28, 2026, during an interview with Fox Business, Strategy CEO Phong Le Phong Le stated that while the company's long-term philosophy is to aggregate Bitcoin, they may make week-to-week or day-to-day decisions to sell if it is accretive to shareholders in the long term. He mentioned that utilizing unrealized tax losses due to Bitcoin's volatility for tax planning is a reasonable motive for such sales. Phong Le expressed that despite potential sales at some point, the company will ultimately net increase its overall Bitcoin holdings and Bitcoin per share.
0:48

Strategy CEO: May sell Bitcoin for long-term shareholder value On May 28, 2026, during an interview with Fox Business, Strategy CEO Phong Le Phong Le stated that while the company's long-term philosophy is to aggregate Bitcoin, they may make week-to-week or day-to-day decisions to sell if it is accretive to shareholders in the long term. He mentioned that utilizing unrealized tax losses due to Bitcoin's volatility for tax planning is a reasonable motive for such sales. Phong Le expressed that despite potential sales at some point, the company will ultimately net increase its overall Bitcoin holdings and Bitcoin per share.

Wu Blockchain

17,429 Aufrufe • vor 3 Monaten

Chief AI Officer at Meta a few months ago broke down the Meta Flywheel for AI. Meta holds an asymmetric advantage over pure-play AI competitors like OpenAI or Anthropic due to its 3.5B daily active users. Launching AI agents to half the global population generates immediate scale and revenue, which justifies massive capex on infrastructure, which in turn trains the next generation of frontier models. $META
1:26

Chief AI Officer at Meta a few months ago broke down the Meta Flywheel for AI. Meta holds an asymmetric advantage over pure-play AI competitors like OpenAI or Anthropic due to its 3.5B daily active users. Launching AI agents to half the global population generates immediate scale and revenue, which justifies massive capex on infrastructure, which in turn trains the next generation of frontier models. $META

CapexAndChill

21,742 Aufrufe • vor 2 Monaten

"distraction strikes" that's their new term for beating a black child laying on the ground
1:27

"distraction strikes" that's their new term for beating a black child laying on the ground

🥀_ Imposter_🥀

243,189 Aufrufe • vor 3 Monaten

Buffett views bigtech's scale driven capex as a defensive moat. He says that dominant, well-capitalized incumbents playing this scale game are more likely to achieve ultimate long-term profitability than the lower-quality, speculative assets traditionally marketed to the public by Wall Street firms. A structural edge for independent long-term investors is ignoring the structural flaws of institutional consensus. Wall Street typically focuses over quarterly earnings performance or narrative driven growth projections. Buffett said that standard financial reports rarely evaluate a corporation's true economic efficiency. It is underlying internal rates of return earned on capital deployed internally.
1:14

Buffett views bigtech's scale driven capex as a defensive moat. He says that dominant, well-capitalized incumbents playing this scale game are more likely to achieve ultimate long-term profitability than the lower-quality, speculative assets traditionally marketed to the public by Wall Street firms. A structural edge for independent long-term investors is ignoring the structural flaws of institutional consensus. Wall Street typically focuses over quarterly earnings performance or narrative driven growth projections. Buffett said that standard financial reports rarely evaluate a corporation's true economic efficiency. It is underlying internal rates of return earned on capital deployed internally.

CapexAndChill

53,981 Aufrufe • vor 2 Monaten

Inheritance tax on farms, is basically a tax on the change of name on a piece of paper. Nothing has been sold, no new funds have appeared. You're taxing them for the right to continue working, you'll sink them.
1:46

Inheritance tax on farms, is basically a tax on the change of name on a piece of paper. Nothing has been sold, no new funds have appeared. You're taxing them for the right to continue working, you'll sink them.

June Slater

122,394 Aufrufe • vor 1 Jahr