$612.56
24h
-1.94%
12 Jul, 20:20
META undervalued at $1.7T given AI empire potential
Bullish-8.46%
AI Summary
The author presents a bullish thesis on META, arguing that its $1.7 trillion valuation is cheap given its massive user base across multiple platforms and AI infrastructure buildout.
It’s crazy that $META is only a $1.7 trillion company when you list out what they actually own.
WhatsApp. 3.3 billion users. The default messaging app for most of the planet. Bought for $19 billion, worth multiples of that now.
Facebook. 3.07 billion monthly users. The largest social platform in human history, still growing.
Instagram. 3 billion users. The default photo and video app for an entire generation, and one of the most valuable acquisitions ever made at $1 billion.
Messenger. Another billion-user platform on its own.
Threads. Youngest of the family and already past 400 million monthly users.
Add it up and almost 4 billion people, half of humanity, touch a Meta app every month.
Then the products stacked on top. The ad machine that prints over $160 billion a year and funds everything.
Ray Ban Meta glasses, the first AI wearable that actually sells.
Quest headsets. Meta AI pushed to billions of users overnight.
Their own AI chip, Iris, entering production.
And a compute buildout scaling to 14GW that rivals entire nations’ power grids.
One company owns the attention of half the species and is converting it into an AI empire.
$1.7 trillion might end up looking cheap.