We need to discuss Meta’s new subscription plans for Instagram, Facebook, WhatsApp, and AI. Then we&#x27;ll compare them with offerings from Google, Claude, ChatGPT, and X. Can Meta justify its AI spending? If not, what possible fallback strategies can they lean on? We also explore StarCloud’s planned orbital data center, Cognition’s funding round, a new agentic coding benchmark, Pope Leo’s AI manifesto, and Snowflake’s post-earnings stock jump. ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ TIMESTAMPS 0:00 Meta’s New AI Subscriptions 2:51 Comparing Subscription Tiers 9:23 Meta’s Revenue Pressure 10:30 SpaceX Goes Orbital AI 13:42 Cognition&#x27;s Big Raise 15:37 The AI Pope 18:37 New Benchmarks, New Winners 20:30 Snowflake’s SaaS Comeback ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

THIS WEEK IN AI: Pope Approves Anthropic, Comparing AI Plans, Starcloud SpaceX Partnership

Limitless: An AI Podcast

# Full Transcript

**Podcast:** Limitless: An AI Podcast

## Participants

- **Josh** (None)
- **Ejaaz** (None)

## Transcript

Everyone needs to stop forgetting about Meta, the social media company turned AI company because this week they have released quite a few new plans and options that I think are going to be interesting to someone. If you're watching this, chances are you will be affected by these new subscriptions. What we're going to do is not only share the new meta subscriptions, but also compare them to all of the existing subscriptions that you can go and pay for, whether it be for social media platforms like X or through AI like Gemini, Claude, Anthropic.

There is now a full spread of all of the different types of subscriptions you could have to different models. And we're going to walk through them systematically starting with Meta, who started on the social front this week offering $4 plans for Instagram, Facebook and WhatsApp. Yeah, exactly. So Meta is getting into the subscription game, which they're probably following in the lead of like Anthropic and OpenAI. They're seeing these annual recurring revenue numbers just kind of skyrocket. And they're like, I want some of that as well.

Also, like a bit of important context here. Meta's now spent around $30 billion between AI CapEx GPUs and like acquiring talent and trying to build their own AI products. But I mean, Josh, I think you share the same opinion. Which of the meta AI products have you actually used? This is their kind of like foray to try and get people to use it. So it comes in the form of a few different subscriptions.

Now, the consumer ones look like Instagram plus for not $4, but $3.99 a month, you've got Facebook plus at $3.99 a month, and you've got WhatsApp plus at $2.99 a month. Now, if you're wondering like why anyone would be using these kind of like individual apps and individual subscriptions, it's because Instagram kind of caters to towards a content creator focused type of platform.

Facebook plus a lot of enterprises and business run their business on that via ads at the ad business for Meta alone is absolutely huge. And they're actually growing at a faster rate than Google did at the equivalent time that they existed in their lifecycle right now.

And then you've got WhatsApp as well, which handles a lot of customer support for a lot of these enterprises. So you can think about one particular user, not just subscribing to one of these subscriptions, but many. And then collectively, there's this new enterprise plan, I think it's on the Meta One AI subscription plan, which we'll get into in a second, which is kind of like this collective suite of access. Now, the thing that jumped out to me the most here is honestly how cheap the accessibility is here. If you are a content creator, the chances are it's a very competitive game.

Not really earning as much money as like some of these like Fortune 500 companies. Now, if you want to get access to some maybe n...

THIS WEEK IN AI: Pope Approves Anthropic, Comparing AI Plans, Starcloud SpaceX Partnership

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

THIS WEEK IN AI: Pope Approves Anthropic, Comparing AI Plans, Starcloud SpaceX Partnership

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.