“The Four Horsemen of the AI Apocalypse | TCAf 257”
Meta's AI spend does not drive growth; core ads face user decline/regulatory issues; potential debt needs and lower guidance signal weakness.
OpenAI is going to become the going to become bigger than Meta in 3 and a half years if you believe their projections. And they're going to do that while spending more than twice of Meta's OPEX.
Meta as well, but they're not doing anything. They're just they're just rolling in their filth.