Discussion

• r/wallstreetbets r on reddit

  Meta launches Instagram, Facebook, and WhatsApp subscriptions, with more to come, including AI plans |  TechCrunch

• @notcapnamerica Chris Evans on x

  I don't even want to go on Facebook or Instagram for free, let alone for money

• @edzitron Ed Zitron on x

  time to scrape the bottom of that barrel!

• @wallstengine @wallstengine on x

  Is this it? Is this the story that gets investors excited about $META again? Stock is up 4% after announcing subscriptions. [image]

• @mukund M Mohan on x

  $META continues to surprise me with “premium” subscription offerings. I obviously dont know who the customers are that even pay for these subscriptions, because NONE of the 200+ people I know very well pay for them I mean, why would I ever pay for Meta or @instagram 3.99 a month …

• @rihardjarc Rihard Jarc on x

  Did people really expect $META wouldn't charge a subscription for AI products and use their +3B distribution network?  $SNAP makes $5B in ad revenue and $1B in direct subs revenue (growing 87% YoY).  $META can add a few $10B to its bottom line just by providing solid-value subscr…

• @stocksavvyshay Shay Boloor on x

  $META is flying after reports it is rolling out paid subscription tiers across its apps. Zuck looks like he is building subscriptions into Meta's next revenue layer beyond advertising while testing new AI, creator and business plans under the “Meta One” brand. [image]

• @amitisinvesting Amit on x

  $META META IS GETTING INTO THE AI SUBSCRIPTION GAME. - Meta is expanding paid subscriptions globally across Instagram, Facebook, and WhatsApp, while also testing new AI, creator, and business plans under the “Meta One” brand. - Consumer plans are expected to start around [image]

• @stockmarketnerd @stockmarketnerd on x

  It's so nice being $META. Billions of engaged users. User base continuing to grow. Engagement continuing to rise. And can just snap their fingers to create a large, high-margin revenue stream whenever they want to. [image]

• r/ValueInvesting r on reddit

  Meta to Sell AI Chatbot Subscriptions to Offset Spending

• @ross__hendricks Ross Hendricks on x

  So $META will now charge users for the privilege of being served nonstop AI slop ads. Bold new strategy to continue degrading the user experience to plug the gaping holes in Meta's cash flow statement, all to fund the most reckless capital spending spree of all time.

• @financejack44 @financejack44 on x

  Something else that's interesting about the new $META subscriptions is they AREN'T ad free.  So $META is not sacrificing any advertising revenue with the rollout of these paid experiences.  If they can create a decent value proposition for the subscriptions without removing ads t…

• @financejack44 @financejack44 on x

  This is insanely high margin too. Basically every incremental subscription goes straight to the bottom line. You don't need a ton of adoption to see a real boost in the numbers. Very bullish for $META

• @wyldsyntax @wyldsyntax on x

  @Polymarket “Charge money for apps that have always been free.” [image]

• @david_moscrop David Moscrop on x

  *enshitification intensifies*

• @leyeconnect Leye on x

  Subscription hell is really becoming a thing.