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In this episode, we explor Meta's stock performance amid competition from Google and OpenAI. We discuss challenges with products like the Vibes app and evaluate the behemoth's long-term potential.
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đ SORA CODES: DM US A SCREENSHOT âŹď¸
https://x.com/LimitlessFT
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TIMESTAMPS
0:00 Meta's AI Spending Frenzy
1:01 The Bull and Bear Case for Meta Stock
4:00 Hiring Insights and Market Reactions
4:38 Evaluating Meta's Spending Strategy
9:28 The Dilemma of Meta's Product Launches
10:50 Unpacking the Ray-Ban Meta Displays
13:19 Meta's Hardware Challenges
18:05 Meta's Data Center Ambitions
20:01 The State of Meta's AI Apps
23:20 Meta Vibes: A Missed Opportunity
25:16 The Future of Metaâs AI Models
30:40 The Bull Case for Meta's Future
35:41 Final Thoughts on Meta Stock
38:36 Special Offer for Our Listeners
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RESOURCES
Josh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresâ
By Limitless by Bankless4.7
5757 ratings
In this episode, we explor Meta's stock performance amid competition from Google and OpenAI. We discuss challenges with products like the Vibes app and evaluate the behemoth's long-term potential.
------
đ SORA CODES: DM US A SCREENSHOT âŹď¸
https://x.com/LimitlessFT
------
TIMESTAMPS
0:00 Meta's AI Spending Frenzy
1:01 The Bull and Bear Case for Meta Stock
4:00 Hiring Insights and Market Reactions
4:38 Evaluating Meta's Spending Strategy
9:28 The Dilemma of Meta's Product Launches
10:50 Unpacking the Ray-Ban Meta Displays
13:19 Meta's Hardware Challenges
18:05 Meta's Data Center Ambitions
20:01 The State of Meta's AI Apps
23:20 Meta Vibes: A Missed Opportunity
25:16 The Future of Metaâs AI Models
30:40 The Bull Case for Meta's Future
35:41 Final Thoughts on Meta Stock
38:36 Special Offer for Our Listeners
------
RESOURCES
Josh: https://x.com/Josh_Kale
Ejaaz: https://x.com/cryptopunk7213
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresâ

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