Shreya Murthy

Who knows?

Maybe it has a positive externality on the life cycle of Manhattan, you know?

They wind up finding a home in Central Park, and the bulls run through Manhattan.

Do you think Meta follows suit and does an equity raise like this?

Maybe.

I can imagine Zuck not wanting to do this right now, given where they're trading.

The stock's down.

I mean, it's not that down, but it isn't, like, popping like the rest of the AI.

Yeah, I was comparing Meta to Tesla today, according to the company's market cap.

Which doesn't seem to be companies.

Marketcap.com has one job, which is to track the market caps of companies.

And I find the data to be somewhat inconsistent.

Meta's sort of near all-time highs.

It's not that far off.

It's certainly up from the trough of when the stock was $100 in 2022.

Anyways, so yeah, I was looking at the two.

Meta had $200 billion of 2025 revenue, $164 billion of gross profit, 82% gross margins growing 22% a year.

Tesla...

had $94 billion, $17 billion of gross profit, actually shrunk 3% year over year.

And Tesla is getting close to being worth the same amount of money.