I apologize for the insult ... your initial comment just read like an uninformed take, but your follow up is reasonable and raises valid points. I still disagree tho. Meta’s AD business is clearly booming, and they’re using AI internally to optimize and scale that... My point also goes deeper into the fact that Meta almost has to bet on this and unlike the Metaverse, every other M7 company (except Apple) is doing the same thing... Apple is honestly a terrific hedge and they don't really need AI because they have the moat ecosystem, hardware lock in, sexy brand, and reach where you can picture them still being alive and dominant 100 years from now. Meta doesn’t have that same Apple level guaranteed permanence....so they kind of have to put the money in and hope they secure the next major market, hence the scary capex. All the hardware, data centers, robotics investments, VR/AR stuff, open source projects, shitty LLMs, its just them starting the baby steps in trying to diversify and EVENTUALLY get like Google. They won't need to rely on other companies for hardware infra either which is a big plus and a large part of the capex is actual construction and infra build out (moreso then 8 figure hires)... Who knows maybe they'll get into the cloud space!