Limitless Podcast The $META Investment Thesis: The Markets are Wrong
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Oct 16, 2025 The discussion explores Meta's hefty AI investments amid fierce competition. Insights include the mixed market reactions to hiring initiatives and the challenges faced by the Vibes app. The hosts evaluate Meta's hardware launches, question the impact of early product releases on brand perception, and debate the company's potential for breakthroughs. They highlight the importance of user data and ad tech, while also pointing out the struggles of Meta's AI apps compared to OpenAI's strategies. The conversation culminates with perspectives on the future of Meta's stock.
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Market Struggling To Price Meta's Pivot
- Meta has pivoted from pure social media to an all-in AI and infrastructure company that the market is still trying to price.
- That transition explains recent stock volatility despite heavy spending and hiring.
Zuck's Multibillion-Dollar Hiring Tale
- Ajaz recounts Mark Zuckerberg's rumored $3.5B offer to hire Andrew Tullock and earlier $1.5B bid.
- He uses this to illustrate Meta's extreme spending to win AI talent.
Wait For The First Real AI Release
- Give Meta time and wait for version one of its major AI product before making a final judgment.
- Evaluate the company after it ships a meaningful AI model or flagship product.