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METABEARISHIn depth · 4/5

Meta's AI strategy lags, focus is misaligned

The bear case argued: Meta is on the back foot in the AI race, with a misaligned focus on VR/glasses and a delayed, unimpressive chatbot, leading to low confidence and internal morale issues.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE