The AI Strategy That Pulled Meta Back Into the Game

SPEAKER_1 (0:00)

For sure. Okay, let's talk about Metta.

SPEAKER_2 (0:04)

And really quick for the person who said, what happened to the crash in 2027? I said two weeks ago, it's not going to be a typical crash, it's going to be economic crash as expressed in the McDonald's Under Armour Lowe's Home Depot chart. It's going to be the crash of the have and have nots.

They're going to make sure that the money flows to the haves, which is the stock market, public equities. And then if you're not invested, they're going to be penalized and punished. I appreciate you. Back to you, Troy and Rashad. Too many of you spend time making snarky comments opposed to just running the bag up.

But let me help you. Can I sponsor his membership into EYL University?

SPEAKER_1 (0:47)

Absolutely.

SPEAKER_2 (0:49)

See, I'm a talk shit and give.

But I want you to only talk shit if like, when you check that portfolio, that shit got some commas in it. But let me sponsor you into EYLU.

SPEAKER_3 (1:02)

Run up the commas. Run up the commas.

SPEAKER_2 (1:06)

Please.

SPEAKER_1 (1:11)

Meta was up $76 today, and it's up 34%, I believe, for the month. So it's having a strong rally right now.

So, talked about the new AI that is rolling out. So Meta, a company that we've been talking about for so long, I personally always respected what Meta built. And I always respected the legacy of Instagram.

SPEAKER_2 (1:44)

And the brilliance- Yeah, life-changing.

SPEAKER_1 (1:46)

Yeah, for sure. And the brilliance of WhatsApp, and the brilliance of Facebook too.

And here we are now. So Meta, what is the deal with Meta?

SPEAKER_3 (2:04)

Meta is obviously, when you talk about the difference a month makes, right? Think about this, a month ago, they were sitting in front of Congress, selling a lawsuit because of some of those apps that you just spoke about. And what we saw today, although those apps are prominent in the wheelhouse of Meta, what they have now created, and we talked about it a few weeks ago, I think last week I asked you if you use Muse, shout out to the Meta team, they had sent it over, and I was like, look, y'all got something that's incredible. Right, in terms of ease of use, this is probably the easiest one in terms of AI agents I've seen because of how simple it is to use. So much so, that was last week, two weeks ago we got it, last week we spoke about it. If you look in the app store right now, it's the number one free app in the app store, in front of ChatGBT. What does that mean for Meta? Well, based on what we saw today, it shot up $82, they're looking at it and like, hey, we have now a wheel base to generate income from subscriptions. So they're already estimating that they could generate up to 30 billion of revenue by 2030 So why is that important? Because we know that ad business is like the predominant revenue source when we're talking about Facebook and we're talking about Instagram. But now you have a new source with AI. They tried it with Meta AI, kind of didn't go the way we thought.

They had Manist and then we saw what happened with Manist, but that was the first indication that, we need to have a new revenue source. And now what we've seen with Muse, they got something that is functional, that's easy to use. And I'm telling you, once people start using it, this is going to be the thing. Because it already has so much data because of the database that Meta already consists, right? You're talking about, I mean, 8 billion people in the world, they have 3.4 billion across their platforms. So you're talking about nearly 45 to 50% of the population.

They have their data.

So now, what can you do with that?

This is a key moment in the history of Meta. Number one, because of what they just came from a month ago. But also, think about the times. On Wednesday, they're going to have their tech summit. And so there's an anticipation that there's more things to come. There's going to be more talk about what they're going to be doing with Muse in terms of AI. Everybody was saying, hey, their cap expense is too much. How are they going to justify it? How are they going to justify it? Well, this is the first sign that we're seeing of a cap X spender, a hyperscale spender, saying, hey, we now have a revenue generator, which is a change in the story, that narrative of how are they going to make money, how they're going to make money, they keep spending. Well, here we go. Here comes Muse.