TBPN Diet TBPN: October 30, 2025
44 snips
Oct 31, 2025 Discover the rapid growth of Reels, reaching a staggering $50 billion run rate, and its implications for Meta. Dive into Meta's record revenue amid rising AI costs, and explore Google's diverse ventures beyond search, including Waymo and DeepMind. The discussion takes a turn to YouTube's creator payouts and the future of AI-generated content. Uncover leadership styles, investment outcomes, and Musk's pay structures at Tesla. Plus, catch glimpses of the upcoming Call of Duty movie and NVIDIA's recent successes.
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Ad Cash Machines Face Maturity Risks
- Meta reported record revenue but warned of rising AI-driven capital expenditures that hit its stock.
- The hosts highlight that ad cash machines may struggle after decades of dominant growth.
Alphabet's Diversified AI Stack
- Google diversified into cloud, Waymo, Maps, Gmail and DeepMind to hedge against search decline.
- That stack gives Alphabet long-term optionality even if search relevance wanes in the age of AI.
YouTube Could Replace Creators With AI
- YouTube currently pays creators a large share of revenue but could generate AI-created content in future.
- That shift would change creator payouts and the platform's economics significantly.