Vlad Savov

For Meta, it's all AI.

It's AI first.

It's do or die.

There's no plan B. So it's more of a, let's say, pure play on AI.

And then you also have to consider the products that they have.

Meta is building up.

Mark Zuckerberg's super intelligence team is only just going to introduce these new AI models.

So there's more of a mystery with meta, whereas Microsoft's Copilot products, its integration into things like Excel and Word is already out there.

And it's worth saying it isn't great.

Nobody is really buying into Copilot as being a superior product than ChatGPT.