Meta is Leading the AI Revolution.

Описание: Meta has turned its core business into an AI-innovation machine. This will likely pay notable dividends over the next five years, continuing a trajectory that’s seen the stock rise over 600% since 2022.

Back in 2022 the market thought Meta had lost its way. But in my 2022 Meta deep dive I explained why it was making the right investments to maximize long-term value creation. The world thought Meta was betting the house on the Metaverse–but most of its CapEx was being directed to AI capabilities within its Family of Apps. And following the release of Apple’s ATT (app transparency tracking framework), Meta was also focused on shifting its business towards commerce, as depicted below.

Meta’s app is now much more addictive thanks to AI. For instance, back in Q3 2022, Reels were shared 1B times a day on Instagram–presently, Reels are shared over 4.5B times per day across Meta’s entire Family of Apps, a 450% increase in just over two years. Meta’s achieved far more control over its monetization capabilities by pointing their ads to a messaging API via which businesses can interact with potential customers directly on the platform.