29:I[46696,["/_next/static/chunks/a945bbd300834012.js","/_next/static/chunks/4060b63f78e0382c.js","/_next/static/chunks/65c5d5dcc87c22c9.js","/_next/static/chunks/15a1b1fbd3cf7d4a.js","/_next/static/chunks/653d605fffff2e75.js","/_next/static/chunks/fa59d51a8b0726c5.js","/_next/static/chunks/a33d1a413064ef53.js","/_next/static/chunks/381ae72bfa6637bb.js","/_next/static/chunks/022589ef34b8ee03.js","/_next/static/chunks/efa6f06dc5162244.js"],"Toaster"] 2a:I[22016,["/_next/static/chunks/a945bbd300834012.js","/_next/static/chunks/4060b63f78e0382c.js","/_next/static/chunks/65c5d5dcc87c22c9.js","/_next/static/chunks/15a1b1fbd3cf7d4a.js","/_next/static/chunks/653d605fffff2e75.js","/_next/static/chunks/fa59d51a8b0726c5.js","/_next/static/chunks/a33d1a413064ef53.js","/_next/static/chunks/381ae72bfa6637bb.js","/_next/static/chunks/022589ef34b8ee03.js","/_next/static/chunks/efa6f06dc5162244.js"],""] 2b:I[5500,["/_next/static/chunks/a945bbd300834012.js","/_next/static/chunks/4060b63f78e0382c.js","/_next/static/chunks/65c5d5dcc87c22c9.js","/_next/static/chunks/15a1b1fbd3cf7d4a.js","/_next/static/chunks/653d605fffff2e75.js","/_next/static/chunks/fa59d51a8b0726c5.js","/_next/static/chunks/a33d1a413064ef53.js","/_next/static/chunks/381ae72bfa6637bb.js","/_next/static/chunks/022589ef34b8ee03.js","/_next/static/chunks/efa6f06dc5162244.js"],"Image"] 2c:I[58016,["/_next/static/chunks/a945bbd300834012.js","/_next/static/chunks/4060b63f78e0382c.js","/_next/static/chunks/65c5d5dcc87c22c9.js","/_next/static/chunks/15a1b1fbd3cf7d4a.js","/_next/static/chunks/653d605fffff2e75.js","/_next/static/chunks/fa59d51a8b0726c5.js","/_next/static/chunks/a33d1a413064ef53.js","/_next/static/chunks/381ae72bfa6637bb.js","/_next/static/chunks/022589ef34b8ee03.js","/_next/static/chunks/efa6f06dc5162244.js"],"ProcessEpisodeButton"] 2d:T463,

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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🌌 SORA CODES: DM US A SCREENSHOT ⬇️
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 Meta’s 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/disclosures⁠

The $META Investment Thesis: The Markets are Wrong

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