Send us a text Meta is in a fight against itself it seems, and this is not the first time. Remember the metaverse? For a while, that was the focus and it was a misfire costing billions. Instead of focusing on growing its social media empire. Fast forward to today and it seems the same is playing out: except today it is about AI. Meta has effectively built the successor to the smartphone, and we're not talking about foldables but an entirely new consumer product already with millions in sales ...
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Send us a text Meta is in a fight against itself it seems, and this is not the first time. Remember the metaverse? For a while, that was the focus and it was a misfire costing billions. Instead of focusing on growing its social media empire. Fast forward to today and it seems the same is playing out: except today it is about AI. Meta has effectively built the successor to the smartphone, and we're not talking about foldables but an entirely new consumer product already with millions in sales ...
The AI Bubble and the Investment Loop: When Innovation Starts to Look Like Excessive Buyback
JB's Podcast with Kai and Nia
15 minutes
2 weeks ago
The AI Bubble and the Investment Loop: When Innovation Starts to Look Like Excessive Buyback
Send us a text Pandora's box was significantly opened with shares buyback that have in some cases a way to hide underperformance given the perceived high demand for a given stock. Now what we're seeing in terms of AI firm investing in one another. This trend may well set the stage for a bubble much sooner than history might have taught us. When seen via the lens of changing discourse from OpenAI to Grok and even Nvidia, it is quite possible that this approach of investing in one another, is a...
JB's Podcast with Kai and Nia
Send us a text Meta is in a fight against itself it seems, and this is not the first time. Remember the metaverse? For a while, that was the focus and it was a misfire costing billions. Instead of focusing on growing its social media empire. Fast forward to today and it seems the same is playing out: except today it is about AI. Meta has effectively built the successor to the smartphone, and we're not talking about foldables but an entirely new consumer product already with millions in sales ...
