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Pressure Points: Meta 3Q'24 Earnings
Following the Meta call, the key takeaway is the core business is doing great and they’re aggressively investing in AI to become the next big thing. My guess is that big thing is related to monetizing search.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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By Deepwater Asset Management
5
33 ratings
Following the Meta call, the key takeaway is the core business is doing great and they’re aggressively investing in AI to become the next big thing. My guess is that big thing is related to monetizing search.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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