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Dialogue. Meta and Coupang 1Q25 Update, AI Everything, Growth Vectors, and Forex

The Synopsis

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Meta's Earnings and AI Investments

This chapter analyzes Meta's latest earnings report, focusing on revenue growth trends and expense management amid economic challenges. It explores the company's significant capital expenditures on AI and GPU technologies aimed at enhancing ad efficiency and user engagement. The dialogue reflects on Meta's strategic investments and the potential future of its apps, including the challenges and opportunities stemming from AI advancements.

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