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ACSterling's avatar

Good analysis. I think, WhatsApp for Business and WhatsApp in general is underrated. It’s not part of anyone’s models for the future I think. Lots of potential. Also, AI Models will make engagement higher which we can already see. People focus on the metaverse and of course it’s a big thing for FB as they spend so much on it. But the predictable growth path is still FoA and especially WhatsApp. I see VR as a high risk high reward venture.

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Steven Zamichow's avatar

Very nicely crafted/organized Rihard!

I’m also a long time investor in Meta and appreciate you distilling down the 3 go-forward growth elements. 1) Reels 2) WhatsApp and 3) Generative AI.

Your supporting process and rationale was outstanding. Thanks!

Steven

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