Left for Dead on AI, Meta and Amazon Are About to Have the Last Laugh

Hi everyone,

In this article, I break down some significant fundamental shifts when it comes to AI efforts from Amazon and Meta, and why I think both are the next two big AI beneficiaries. Based on what we are seeing, both companies are on a path to reaccelerating their efforts, while still perceived by the market as “AI laggards”. We believe this premise will be proven wrong in the coming months.

Let’s start.