Meta's Agentic AI Ambitions
When Meta started building their Superintelligence team (MSL) in mid-2025, I certainly expected to see faster progress than what we have seen from them so far.
Topic
META
A collection of 96 issues
OpenAI's Dilemma
WSJ yesterday had an interesting reporting on why OpenAI is pondering to focus more on enterprise.
Meta at the AI Crossroads
A couple of days ago, NYT reported that Meta will delay releasing its new foundational AI model to May this year. While Meta never really publicly disclosed when they would likely release their new model, it was widely believed to be sometime in March.
Meta's Chip Resilience
AWS, Google, and Microsoft have all deployed a similar chip strategy with varying degree of success. Google has its TPUs, AWS has Trainium, and Microsoft has its Maia chips.
Notes from MS Conference: Meta, and Microsoft
Morgan Stanley (MS) had their annual TMT conference last week. Let me share some notes from Meta, and Microsoft’s sessions today.
Meta’s AI Advantage is "In the Water"
ChatGPT or any chat bots have the benefit of novelty factor to capture our imagination in the last three years. However, one challenge with the chat bot paradigm is it requires a level of intentionality from the users that may not be as pervasive and persistent than most power users imagine.
Some Portfolio Changes
Perhaps it’s hardly a surprise if you read yesterday’s piece “Lipstick on Frontier AI Pigs”, but I made some changes to my portfolio yesterday which I will elaborate behind the paywall.
Zuckerberg's Lens
10 years ago, Alphabet was the largest company among today’s big tech companies. (I’m going to ignore Tesla and Nvidia in this discussion as they are more recent additions to this list).
Betting Big on Meta
I won’t burry the lede here. After updating my model on Meta following 4Q’25 earnings, I have become materially more bullish on Meta and decided to add to the stock to make it my largest position.
Meta 4Q'25 Update
Admittedly, I was confused looking at the initial reaction of Meta’s earnings when the stock went down. Mr.