Jaeden Schafer

So I think if you kind of look at everything together, the math doesn't really work.

The metaverse is wasn't getting enough users, developers or any sort of sustainable economics.

So AI, by contrast, is already becoming one of the core products on meta.

And so I think for meta, killing the metaverse is kind of the obvious solution.

The metaverse experiment, it feels like, is kind of coming to an end.

I think the future, at least for now, is going to be in AI, where meta is going to focus the most.

And I actually think that they're going to be a really powerful player because of the meta Ray-Bans and because of some of the

the programs they had in the past that have now sort of evolved to that as the final form factor.

So I think I would definitely not count Meta out in this regard.

And I think it's their biggest competitive advantage when it comes to AI is kind of that hardware that has been successful.

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