Meta is ranking employees on leaderboards by AI usage. Workers are asking the chatbot fake questions to pad their numbers because low usage is a risk signal for layoffs. 22,000 roles cut or cancelled for 2026.

Metaplanet issuing their prefs to buy only 200 BTC/day would be absolutely psychotic. I ran the CEBE math on this scenario (no common stock issuance or crazy mNAV expansion, and only 1,400 Bitcoin per week) Starting point: 40,177 BTC 0.97x EV mNAV $297M debt $149M preferred 2,463 raw sats per diluted share ~2,157 CEBE sats/share after senior claims Now imagine Metaplanet buys 200 BTC/day for 3 years using preferred equity only. No common issuance. That adds 219,200 BTC. Total stack becomes 259,377 BTC Yes, a quarter-million Bitcoin treasury built by feeding yield addicts into the preferred equity wood chipper. At 0.97x CEBE NAV, projected Metaplanet share price: Year 1: BTC to $100k: $1.97 BTC to $150k: $2.73 BTC to $200k: $3.49 BTC to $300k: $5.00 BTC to $500k: $8.04 Year 2: BTC to $100k: $2.62 BTC to $150k: $4.86 BTC to $200k: $7.11 BTC to $300k: $11.60 BTC to $500k: $20.59 Year 3: BTC at $100k: $3.58, +73% BTC at $150k: $8.03, +288% BTC at $200k: $12.49, +503% BTC at $300k: $21.39, +934% BTC at $500k: $39.21, +1,794% The bear case is literally “what if Bitcoin only goes to $100k and Metaplanet only goes up 73%.” Horrifying stuff. At $300k BTC, common equity CEBE rises to ~7,351 sats/share even after the preferred claims. At $500k BTC, it hits ~8,084 sats/share. Preferred investors get their yield. Metaplanet gets Bitcoin. Bitcoin goes up. The dollar senior claim shrinks in BTC terms. Common equity eats the residual like a starving rat behind a Tokyo 7-Eleven. Remember, this is with ZERO common shares issued or mNAV expansion. BULLISH ON THE JAPANESE HOTEL COMPANY: :::

META PREPARES TO CUT 8,000 EMPLOYEES IN AGGRESSIVE PIVOT TO APPLIED AI Meta is reportedly slashing approximately 10% of its global workforce on May 20, impacting nearly 8,000 employees. This mass reduction coincides with the strategic reallocation of at least 1,000 elite engineers into a newly formed Applied AI Engineering unit.

META MAY BE THE MOST MISUNDERSTOOD MEGACAP. - Has been growing 33% on advertising. AI is accelerating the ad stack. And the street keeps selling it off. - Amazon, Google, Microsoft sell their compute. Meta uses it all in house. That's why the street gets nervous. - Daily active people ticked down 20M. Russia banned WhatsApp. Iran is at war. Without those Meta was up.

Meta tried to build crypto for billions. Then the whole thing got shut down. Instead of disappearing, the team started over and built @Aptos . ngl the story behind Aptos feels way bigger than most ppl realize @AveryChing