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Facebook is Dead; Long Live Meta

Stratechery

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Meta's Strategic Shift: Navigating Growth and Investor Sentiment

This chapter examines Meta's recent earnings call and its strategic focus on engaging over 3.4 billion users while drawing comparisons to Amazon's growth-oriented investments. It highlights improvements in Meta's advertising metrics driven by AI advancements and the increasing user engagement in video content. The discussion reflects on the nuanced investor sentiments about Meta's potential trajectory amidst the evolving market landscape.

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