Alphabet's stock climbed 10% on Thursday and 34% in April, its best month since 2004; Meta's stock plunged 8.5% on Thursday, its steepest drop since October
Alphabet's stock surged on Thursday, lifting Google to its best month on Wall Street since 2004, after the company reported better …
CNBC Annie Palmer
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Discussion
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@divergent7651
@divergent7651
on x
People focus way too much on $META's DAP figures. What kind of growth do you expect when ~42% of the world's population are already customers? There's a finite number of people on earth and $META's DAPs relative to that number will likely never be 100% (but not impossible).
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@drewcohenmoney
Drew Cohen
on x
Much better framing from Mark Zuckerberg than Dario on AI... you can tell they have a good PR team Although I guess Dario's “AI will replace half the workforce next year” helps them fear fundraise (fear-raise?) [excerpt from earnings call: “I hear lots of people out there talk ab…
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@garymarcus
Gary Marcus
on x
Zuck is zucking up Meta
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@eric_seufert
Eric Seufert
on x
[...] The problem is that Meta has lost control of the narrative: Mark Zuckerberg only wants to discuss AGI and ‘superintelligence,’ not the high-growth, $50BN-per-quarter business that sustains the company. That's fine, but it's redolent of the Metaverse fiasco, and Meta needs …