Dialogue. What Meta's Capex is Really for and Their 6 Call Options
In this Dialogue episode of The Synopsis we provide an update on Meta!
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For full access to all of our updates and in-depth research reports become a Speedwell Member here.
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Show Notes
(0:00) — The Synopsis is Coming to YouTube!
(3:01) — Meta Update
(13:34) — Meta's 6 Call Options
(24:12) — Meta Compute
(30:18) — Meta AI
(33:16) — Does Meta Need a Frontier Model?
(39:41) — Litigation Risk
-*-*-*-*-*-*-*-*-*-*-*-*-*-*-
For full access to all of our updates and in-depth research reports, become a Speedwell Member here.
Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.
*-*-*-
Follow Us:
Twitter: @Speedwell_LLC
Threads: @speedwell_research
Email us at info@speedwellresearch.com for any questions, comments, or feedback.
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers
~*~
You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.
~*~
For full access to all of our updates and in-depth research reports become a Speedwell Member here.
Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.
-*-*-*-*-*-*-*-*-*-*-*-*-*-*-
Show Notes
(0:00) — The Synopsis is Coming to YouTube!
(3:01) — Meta Update
(13:34) — Meta's 6 Call Options
(24:12) — Meta Compute
(30:18) — Meta AI
(33:16) — Does Meta Need a Frontier Model?
(39:41) — Litigation Risk
-*-*-*-*-*-*-*-*-*-*-*-*-*-*-
For full access to all of our updates and in-depth research reports, become a Speedwell Member here.
Please reach out to info@speedwellresearch.com if you need help getting us to become an approved research vendor in order to expense it.
*-*-*-
Follow Us:
Twitter: @Speedwell_LLC
Threads: @speedwell_research
Email us at info@speedwellresearch.com for any questions, comments, or feedback.
-*-*-*-*-*-*-*-*-*-*-
Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here: https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers
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Read the full transcript
Matterfact has every podcast on Apple Podcasts and Spotify: 700K+ channels, 120M+ episodes.
The candid version is on a podcast,
not the earnings call.
Matterfact turns the conversations your coverage is already having into a searchable, citable record — across every episode, not just this one.