The $META Investment Thesis: The Markets are Wrong
The $META Investment Thesis: The Markets are Wrong  
Podcast: Limitless: An AI Podcast
Published On: Thu Oct 16 2025
Description: In this episode, we explor Meta's stock performance amid competition from Google and OpenAI. We discuss challenges with products like the Vibes app and evaluate the behemoth's long-term potential.------🌌 SORA CODES: DM US A SCREENSHOT ⬇️https://x.com/LimitlessFT------TIMESTAMPS0:00 Meta's AI Spending Frenzy1:01 The Bull and Bear Case for Meta Stock4:00 Hiring Insights and Market Reactions4:38 Evaluating Meta's Spending Strategy9:28 The Dilemma of Meta's Product Launches10:50 Unpacking the Ray-Ban Meta Displays13:19 Meta's Hardware Challenges18:05 Meta's Data Center Ambitions20:01 The State of Meta's AI Apps23:20 Meta Vibes: A Missed Opportunity25:16 The Future of Meta’s AI Models30:40 The Bull Case for Meta's Future35:41 Final Thoughts on Meta Stock38:36 Special Offer for Our Listeners------RESOURCESJosh: https://x.com/Josh_KaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures⁠