Microsoft and Facebook's AI Investments Are Paying Off

Gene Munster, managing partner deep water asset management: Microsoft did a way better job on the call being super excited about all their AI. META's DAU growth was 4% year over year; that's up from 3.5% and 2.5% back in June of last year. That's 35% of the active internet users are on a product every day. Another thing I'll be doing is the meta count to see how often Mark talks about it or what words are the magic Words? It will be fun to do.