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METAMeta Platforms Inc Class A$728.76
24h
+3.24%
30 Sep, 23:57
Bullish on social traffic moat
Bullish+0.49%
AI Summary
The author argues that despite fierce AI model competition, tech giants with dominant traffic ecosystems like Google, Meta, and Tencent are best positioned to succeed long-term.
Model competition is brutal; today's leader could be eliminated by next year. Those who control traffic win the world—Google, Meta, TikTok, and Tencent clearly fall into this category.