Dylan Patel

I think Meta's got the cards to potentially own it all.

I don't know if you've seen these new glasses that came out with the screen.

As we go through the history of computing, you have, it was like punch cards programming.

Then it was like DOS terminals, right?

And then it was like, oh, you have GUIs and mouses and keyboards.

Then you had touch.

And the next paradigm in human-computer interface

is we don't actually have to touch it at all.

We tell the AI what we want and the AI will translate that into reality.

Whether it's, hey, send an email to this person, send a text to this person.

That's basic stuff that you can already do that with Siri or whatever, right?

But like, oh, go buy this.

We're so close to all of these things, the input method into a computer changing entirely.

And the only company in the world who has the full stack from good hardware that is

What Meta just showed with their glasses, with the screen, that plus the good models, plus the capacity to serve them, plus the knowledge and know-how around recommendation systems to know what content to put in front of the user,

It's not just generating the content.

It's not just interpreting the user's word and taking action.

It's also putting the right content in front of the user.

It's all four of these that you need put in front of the user.

Plus the capital.