META, along with Nvidia and Microsoft, appears to be at the forefront of AI advancements. While Nvidia and MS have been well-recognized players in the AI domain, Meta and Google also wield substantial potential, given their vast data repositories that train their AI models, including releasing their powerful LLM model (Llama 2) to accelerate training and deployment.
META has retired its previous Ad platform, shifting towards an AI-powered ranking platform, which is seen as a game-changer, effectively navigating Apple's restrictions. According to Susan Li, META's CFO, Ad spending with META has accelerated considerably since 2011, even amidst economic challenges, highlighting the company's formidable strength. Furthermore, the upcoming monetization of Threads, powered by their new Ad platform, promises transparency and solid ROI for brands and businesses.
Considering the potential formation of an AI bubble, META seems poised to take center stage, The AI bubble could take a similar formation as the Mobile platforms, the focus shifting from hardware (Nvidia) to software (MS) and eventually to services (META).
META has retired its previous Ad platform, shifting towards an AI-powered ranking platform, which is seen as a game-changer, effectively navigating Apple's restrictions. According to Susan Li, META's CFO, Ad spending with META has accelerated considerably since 2011, even amidst economic challenges, highlighting the company's formidable strength. Furthermore, the upcoming monetization of Threads, powered by their new Ad platform, promises transparency and solid ROI for brands and businesses.
Considering the potential formation of an AI bubble, META seems poised to take center stage, The AI bubble could take a similar formation as the Mobile platforms, the focus shifting from hardware (Nvidia) to software (MS) and eventually to services (META).
Comment:
The metaverse for seriously interesting and believable. Could we be buying all of our goods from the metaverse in the future?