Gavin Baker

In 2027, we expect Meta will move towards managing AI tokens in a more structured way with bullet budgets, allocation decisions, and supporting tools.

That makes sense.

You have a marketing budget.

You should also have a token budget.

That makes sense.

I mean, they're, like, you know, catching up to the frontier with... Yeah, I mean, Zuck has talked about this.

It's the same pitch as take a frontier model, bring them in through some sort of consulting partner.

They fine tune on your business workflow.

They automate your business process, but your business process in this case, if you're meta is generating code that makes your social networks better.

You should be able to put a lot of the SpaceX bull case on Meta, right?

It's like, sure, maybe Colossus was built a little bit faster, but Meta's pretty fast.

Coding seems like it makes sense.

Fox is buying Roku, the streaming service, for $25 billion.

It's in the Wall Street Journal.

$25 billion in the Wall Street Journal here.

Let me refresh the page, see if they updated it.

It still says $25.

Okay.

Somewhere in the north of a billion, sub $100 billion.

Let's be very conservative with our estimates.