$META
$META
$META releases a new Reddit like app called forum
https://t.co/FHJH3F9Kk3
@GavinSBaker on $META: "You got to give Zuckerberg immense credit. He is the only one of those true internet giants to have made it an Al-first company internally. Muse was a really big upside surprise - the first model from MSL. It's not on the Pareto frontier with XAI, Google, OpenAl, and Claude, but it's pretty close. Very impressive"
$META has been and will continue to steal search share and ad dollars from Google
https://t.co/RZFUfpksjP https://t.co/INHl5QuA9t
This $META stock really sucks
"The very worst case would be that we have just pre- built for a couple of years" $META
Mark Zuckerberg
"When Wang was asked about why didn't you release a frontier/SOTA model, what was the reason?
Wang responded "it's scaling, MuseSpark is the first iteration, and upcoming models will perform much better. We built the program so we could move very very fast.” …
when asked when to expect new models? He answered “In the coming months”" $META
$META is about to go straight up everyday that Musa Spark glasses increase sales of Ray Bans
$META about to crush everyomes titties
Don't forget consumer markets historically bigger than enterprise markets.
$META AI in April
@TheLAPurchaser You gotta think $META grabs search share within apps like WhatsApp
$META
$META
so at worst $META to provide anthropicAI with access to "zillions of dollars in data centers" stock moons?
cc: @evrgn11112231
Rihard calling a top in the $MU $META spread
$MU to $META ratio ATH
"Al is their iPhone moment bc they are going to be able to uniquely catalyze and create the next wave in a way no one else can" $META
Simple message from Zuckerberg $META
"I don't hear any other labs out there talking about how they're building an Al that's really good at shopping."
"Note the Facebook number specifically. Facebook is a 20-year-old product, and it is posting the largest QoQ gain in video time in 4 years. That doesn't happen organically. That happens because Meta deployed a new ranking model that materially improves the relevance of what users see." $META @RihardJarc
boomers looking for signs of AI ROIC at $META https://t.co/fALXIjxTB2
I don't see any risk to $META AT $610 per share riskless equity.
$META Glass DAUs tripling YoY
$META "impression and average ad per ad growth in the quarter were notable: impressions grew by 19%, which was the highest since Q1 2024, and the average price per ad grew by 12%. The accelerating growth in impressions seems very likely to be driven by Meta’s investments in its AI retrieval and ranking tools, as they surface more relevant content, thereby increasing engagement and time spent." - @eric_seufert
https://t.co/vtyjAnFEcB
Strong omen for $META results tonight.
Glasses are about to go mainstream and Zuck has the AI power to finally unlock them.
The only thing $GOOG needs to fear and $META stealing search share.
This seems wildly bullish $META https://t.co/QBYE4UWa0W
not for $META
$MSFT not $META
“Our Microsoft partnership has been foundational to our success. But it has also limited our ability to meet enterprises where they are — for many that’s Bedrock” $AMZN $META
"OpenAI’s newly appointed revenue chief, Denise Dresser, sent a memo to staffers on Sunday, touting the company’s alliance with Amazon as a key growth driver for its enterprise business, while noting the constraints of its longstanding tie-up with Microsoft." $AMZN $META
$META https://t.co/gw67RHEKkT
$META likely takes some search share next
"The Artificial Analysis team noted that Muse Spark was the second-most capable vision model they have benchmarked (it scores 80.5% on MMMU-Pro, behind only Gemini 3.1 Pro Preview (82.4%)). In his Threads post, CEO Mark Zuckerberg noted that Spark is “particularly strong in areas related to personal superintelligence” including visual understanding, health, social content, shopping, games, and more" $META
$META
$META AI implemented into Meta Glasses will give Zuck a true iPhone moment. It's happening.
While Google turned into Alphabet last year.
Facebook will finally turn into Meta. https://t.co/PuUIeAkRUy
If my glasses thesis comes true $META https://t.co/DlqC7hVFsq
$META fast, cheap, visual = solid consumer AI coming
$META 🚀 🌚 https://t.co/7OxXmfDaRX
Finally
$META 🚀 🌚
"With Muse Spark, we're on a predictable and efficient scaling trajectory. We look forward to sharing increasingly capable models on the path to personal superintelligence soon" $META
https://t.co/7IKbkb1A6q
I think if $META spent $100 billion ish on making a smartphone rather than "metaverse" they would be in a spot to take an AI shot at the phone market.
$META should also do this
IMO $AMZN and $META should be trying to release a new phone every tech cycle.
"We are often asked whether $META would consider pulling back on frontier model investments and instead use someone else’s LLM. The savings would be real, we estimate frontier model costs could be 20-30% of capex this year."
Years of Efficiency ™️ $META https://t.co/ootKbN4tIK
$META
Where $META stands in the SOTA AI race? They aren't in it. Here's a ranking of a variety of models. https://t.co/OYF9M4bl3u
"The interesting thing is that either way, investors will be happy about it." $META
@ContrarianCurse @borrowed_ideas the point the OP is trying to make is that if you are selling external compute as CSP you *have* to offer $NVDA because customers *demand* it. If you are $META you can choose on the margins not to.
