Jaeden Schafer

I think this is something that Meta could do really well at.

I think their bet right now is that their advantage isn't just in the infrastructure, but in all of the data that they have.

They said, quote, we're starting to see the promise of AI that understands our personal context, including our history, our interests, our content and our relationships.

A lot of what makes agents valuable is the unique context that they can see.

And we believe Meta can deliver a unique and uniquely personal experience.

What's

interesting to me is when you look at what OpenAI is doing, OpenAI has, you know, everything you ever ask it about, everything you ever say, they can store in memory and they can have this kind of dossier that they build on you unless you turn the memory off.

And a lot of people like that.

I mean, myself included, because it makes it more personalized.

It's able to know what you want, what you think, what the projects you're working on, the businesses you work in, all of that kind of stuff.

What's interesting is Zuckerberg already has access to a ton of that just historical data from your relationships to everything about you that he's got from your interests on Instagram or Facebook.

And so it's they already have that.

And so as soon as they plug it into AI, it kind of gives them a bit of a leg up in that regard.

So.

I think this strategy was really kind of reinforced in December when Meta acquired the general purpose agent developer Manus.

At the time, the company said it was going to continue operating the service while also integrating their technology across its products.

A lot of people questioned, myself included.

I'm like, I mean, it's a cool tool, but like, why are they buying Manus?

And I think once you start looking at it from the perspective of what you can do with commerce, maybe that starts to make a little bit more sense.

So this whole investor call was happening with Meta's latest earnings release, which showed there was a sharp increase in infrastructure spending.