我确实想跟你聊聊 Meta。Meta,哇,Meta 过去几周的走势。你和我在这之前聊过,你 7 月在 60 多美元中段的位置买入 Meta,而今天我们到了 770。
I definitely want to talk about Meta with you. Uh, Meta, wow, the move in Meta in the past uh few weeks. You and I were talking before this about where you were buying Meta back in July in the the mid60s and here we are today 770.
显然,最新的公告围绕 AI 和 Muse 以及新的 AI 智能体,但不只是 Muse,还有 Zuck 说 Meta 正在发生的所有 AI 相关的事情。你和我过去聊过 Meta 的资本开支,以及他们如何花了又花、花了又花,却没什么成果可展示。
现在这就是成果。而且我认为这肯定不同于他们在元宇宙上的失败,你和我之前也做过那样的类比。
obviously the newest announcement centering around AI and Muse and the new AI agent, but not just Muse, all of the AI stuff that Zuck says is happening there at Meta. You and I have talked in the past about the capex at Meta and how they were spending and spending and spending and there wasn't really much to show for it.
Here's what what there is to show for it. And it's definitely different I think than the failure they had with the metaverse which we you you and I had you know made those correlations before.