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Author and New York University professor Melissa Schilling discusses traits shared by the world's greatest innovators. Topics include Meta's spending on virtual reality, the competition between Meta and Apple in the smart glasses market, lawsuits' impact on a company's valuation, and the benefits of AI for companies like NVIDIA.
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Quick takeaways
- Meta's strong increase in ad revenue is positive, but future profitability from reality labs will be crucial for shareholder satisfaction.
- The market competition between Meta and Apple in the augmented reality space remains uncertain, with each company offering different advantages and catering to different consumer segments.
Deep dives
Meta's strong ad revenue and the caution surrounding it
Meta (formerly Facebook) has seen a strong increase in advertising revenue, with Gap advertising revenue up 24% year over year. However, analysts remain cautious due to the uncertain macro environment, including volatile interest rates and persistent inflation. While the increase in ad revenue is positive, more quarters of growth are needed to solidify the trend.
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