

Dialogue. Meta and Coupang 1Q25 Update, AI Everything, Growth Vectors, and Forex
13 snips May 15, 2025
This discussion dives into the latest earnings updates from Meta and Coupang, revealing insights into their growth strategies. The speakers analyze Meta’s hefty investments in AI and the potential it holds for enhancing user engagement. Meanwhile, Coupang's rise in the South Korean market is juxtaposed against Meta's advertising challenges. Forex considerations and the impact of currency fluctuations on investments add an intriguing layer. Lastly, consumer preferences emerge as crucial for navigating competition in today's market.
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Drew's Airbnb Prediction Win
- Drew Cohen predicted Airbnb's relaunch of experiences and rollout of diverse services accurately.
- These services cover beauty, fitness, and food categories, usable beyond Airbnb visitors.
Meta's Advertising Resilience
- Meta's revenue growth decelerated from 21% to 16% but still shows strong operating leverage.
- Diverse advertisers in many verticals offset sector-specific weaknesses like in Chinese video game market.
Meta's Macro Sensitivity
- Meta is robust, not anti-fragile: economic slowdowns affect it through lowered consumer spending.
- Past ad boycotts differed as economy was strong; now scale means economic factors impact conversion rates.