ABOUT AVORY & CO.
Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams.
TODAY'S EPISODE
In this episode, Sean Emory provides a postmortem on Meta's earnings report. He discusses the revenue, profits, user engagement, and growth of Meta. He highlights the success of Meta's VR and AR experiences, particularly the demand for their Ray-Ban meta glasses. Sean also explores how AI is being embedded across Meta's platforms, including Facebook, Instagram, WhatsApp, and the Quest and AR platform.
Chapters
00:00 Introduction
01:24 Meta's Financial Performance
02:22 Success of VR and AR Experiences
05:36 Embedding AI Across Platforms
08:00 CapEx and AI Development
13:45 Conclusion
Disclaimer
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