Ed Ludlow

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That's a ginormous figure.

But in the current period, at least in the forward-looking commentary that they gave, ad sales growth is very strong.

Meta, differently to Microsoft, showed outperformance in revenue growth and was able to evidence through various different data points, actually, that it is directly tied to their existing investments in AI.

The concern with Microsoft from the sell side and the buy side is very simple.

Capital expenditures accelerating and growing beyond the pace at which revenues are growing.