Asa Sharma: Meta had their first double digit year over year revenue increase since 2021. Sharma: The fact that meta can continue to grow that user base, the monthly active users by 3 percent is a good use. Sharma: Just keep that growing 1 to 2 to 3 percentage points each year and concentrate on further engagement for the monetization.
Meta has our attention but will we follow Mark Zuckerberg into the metaverse?
(00:21) Asit Sharma and Deidre Woollard discuss: - Meta’s soaring ad impressions amid a tough advertising market. - If Mark Zuckerberg will need to choose between AI and the metaverse. - How Chipotle is using robots to boost efficiency.
(19:45) Matt Frankel interviews Walker & Dunlop CEO Willy Walker on commercial real estate debt and the challenges facing multifamily housing development.
Companies discussed: META, CMG, SBUX, WD
Host: Deidre Woollard Guests: Asit Sharma, Matt Frankel, Willy Walker Producer: Ricky Mulvey Engineers: Dan Boyd
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