Meta Platforms: The ruthless Architect of AI Behavior Control
High probability of a reassessment toward $1,000 as the market will perceive the capex shock as necessary moat building.
Reading Time: 2 minutes
Meta Platforms (META) is undergoing the most radical metamorphosis in tech history: from a social network to a neural control center for 3.5 billion people. The crucial structural advantage is not the model (Llama), but the distribution. While competitors have to burn billions for user acquisition, Zuckerberg rolls out AI agents and features without marginal costs directly into the feed of his gigantic user base. The proprietary "social data" serves as an impenetrable moat; Meta knows the user's context better than any pure LLM provider and ruthlessly...
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