Ben Thompson / Stratechery:

Meta's strong Q2 shows it has learned it must give investors short-term results to get permission for long-term investments, such as its AI ambitions  —  Meta delivered blowout earnings the same quarter that Mark Zuckerberg doubled down on AI; I don't think it was a coincidence.

Ben Thompson / Stratechery:

Meta's strong Q2 shows it has learned it must give investors short-term results to get permission for long-term investments, such as its AI ambitions  —  Meta delivered blowout earnings the same quarter that Mark Zuckerberg doubled down on AI; I don't think it was a coincidence.

Source: TechMeme
Source Link: http://www.techmeme.com/250815/p1#a250815p1