Jaeden Schafer

But I mean, if you're saying $135 billion this year, then over the next three years, that's, you know, $400 billion.

And so I think it's pretty close to $600 billion, especially if you see any sort of ramp.

And Zuckerberg typically likes to ramp things up.

Meta has definitely faced a lot of kind of ongoing investor skepticism over how their massive AI investments are going to actually translate into revenue because they built Meta AI and all this stuff, but it's free inside of all of their apps.

They're not making money from it.

Zuckerberg said that.

The visible consumer impact is going to be coming soon.

So he's like, just wait, hold your horses.

He said this is going to be a big year for delivering personal super intelligence, accelerating our business, building infrastructure for the future and shaping how our company will work going forward.

He also kind of used the whole investor earnings call to outline some of Meta's goals.

push into the AI powered smart glasses, which personally I'm very excited about.

I think they have a really big leg up.

We've seen Google also working on this as well.

And, you know, Apple's rumored to potentially be thinking about it.

But I think I think Meta really is is winning and they're in the lead right now with their smart glasses and their collaborations with Ray Bans and Oakley's.

Um, what's interesting with with all of that is, you know, they're pulling back from their metaverse investments, the reality labs, they're cutting a lot of different programs there.

So it feels like it's kind of getting allocated elsewhere.

Zuckerberg said billions of people wear glasses or contacts for vision correction were at a moment similar to when smartphones arrived, it was only a matter of time before flip phones became smartphones.

It's hard to imagine a world in several years where most glasses people wear aren't AI glasses.

I'm going to agree with Zuckerberg on this and say, I think one of Meta's biggest advantages, right?