$625.53
24h
-6.98%
25 Oct, 21:55
Bearish on Meta's social media platform due to AI agents
Bearish-2.66%
AI Summary
The author expresses a bearish outlook on the core businesses of major tech companies, arguing that AI disruption is making their traditional strengths obsolete and driving users toward AI agents.
For the current mag7, despite their ai computing power related businesses being undeniably promising,
their respective core businesses are all in jeopardy. msft's software, amzn's e-commerce, meta's social media, google's search - they all feel like paper tigers in front of ai.
I personally hand over these daily operations to agents anyway, so I barely use them myself.