The chapter discusses the positive implications of Meta's strong ad revenue growth, highlighting advertising as their primary source of income. Despite caution due to the volatile macro environment, the speakers express optimism and discuss the potential impact of the upcoming holiday season on Meta and other companies.
(00:21) Asit Sharma and Deidre Woollard discuss: - Why this quarter has been so good for ad revenue and if that might change. - How Meta’s spending on virtual reality could pay off. - If Apple or Meta will triumph in the great headset race.
(21:40) Tim Beyers talks with author and New York University professor Melissa Schilling about traits shared by the world’s greatest innovators.
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Companies discussed: META, AAPL, NVDA, SNOW, TSLA, AMZN
Host: Deidre Woollard Guests: Asit Sharma, Melissa Schilling, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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