Jaeden Schafer

I mean, there was just a lot of drama in this, but we had Yann LeCun who left, who was formerly their head of AI.

We had a ton of acquisitions.

Meta has been spending a ton of money.

He also repeatedly emphasized that a lot of their AI driven commerce is going to be a near term priority, something they're working on right now.

He said, quote, this also has implications for commerce.

New agentic shopping tools will allow people to find just the right set of products from the business in our catalog, from the businesses in our catalog.

Meta is definitely not the first person to do this.

We've seen OpenAI and Google both kind of introduce these agent based transaction platforms, whether they're partnering with Stripe and Uber.

Both of those companies are also doing things.

And so there's a lot of these sort of quote unquote, you know, agentic shopping tools.

But I think Meta really is positioned well to be a big one.

And especially when we see just how successful TikTok shop has been.

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.