$META just launched Muse Wonder, a frontier model going right at OpenAI and Anthropic They also have $200B a year in ad revenue + growing , Muse Enterprise just launched. Personal AI agents rolling out to 3.6 billion users Millions of people wearing meta glasses + billions using FB & Instagram daily Market cap: $1.9 trillion Anthropic did $4.6B in revenue last year and lost $8B doing it No ad business. No distribution, they do have a huge enterprise business but that’s under threat right now from all angles. They want a $2 trillion valuation at IPO next month $META is way undervalued Have never felt better about $META being my largest position.
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