Brian NowakBEATS —
Best early GenAI winner in the group.said 24.10.31 on Morgan Stanley note, via TipRanks · source
In April 2024, would Meta's AI spending surge pay off in revenue growth?
On 24 April 2024 Meta raised its capex outlook for AI and Zuckerberg said returns could take years; the stock fell about 10% the next day. Would 2024 revenue growth hold up, or would the spending hurt the business?
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Outcome: Pays off · resolved 25.01.29 · Meta Q4 2024 earnings release, https://investor.atmeta.com/ · a stance dated before that is a call, marked right or wrong below
Where the experts stand
Pays off
2 on record
50%
Doesn't pay off
2 on record
50%
Where the public stands
0 public answers · one per account
Closed to new answers.
Pays off
0 answers
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Doesn't pay off
0 answers
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Pays off — 2 on record Right
Mark ZuckerbergExecutive · BEATS —
Smart investors see that the product is scaling and that there is a clear monetizable opportunity there even before the revenue materializes.said 24.04.24 on Meta Q1 2024 earnings call · source
Doesn't pay off — 2 on record Wrong
Mark ShmulikBEATS —
In internet it is very hard to underwrite which of those investments will pay back and when.said 24.04.25 on Bernstein note, via Globe and Mail · source
Sophie Lund-YatesBEATS —
For all Meta's bold AI plans, it can't afford to take its eye off the nucleus of the business.said 24.04.25 on Hargreaves Lansdown, via CNN · source