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I see the recent pullback in Meta (i) as an opportunity on the long side. AI is already improving the existing advertising business and opening up entirely new revenue streams. However, the biggest competitive advantage for me is the distribution: Meta can make new AI features accessible to billions of people through its existing platforms without having to build a new user base first. 3.64 billion users as a springboard for Muse In September, 3.64 billion people used at least one Meta app daily. Instagram and WhatsApp each reach around three...
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