Meta’s AI Abundance – Stratechery by Ben Thompson

I’m not a fan of Meta (Facebook) but Thompson's analysis of the opportunities they have around AI are spot on.

This was all a lot of words to explain the various permutations of an obvious truth: a world of content abundance is going to benefit the biggest content Aggregator first and foremost.

Their stock is almost certainly a great buy. Similar to how tobacco stocks were a great buy for a long time.