The year: 2022 The stock: $META Meta Revenues in 2022: ~$115 Billion Analysts & the Market's take on Meta: FB and Instagram are losing to Ticktock, YouTube and Snap. Product usage has peaked. Mark Zuckerberg is stubbornly wasting tens of billions on AR/VR with huge losses and he clearly doesn't get it. Sheryl Sandberg, the COO who is credited with much of Meta's success, sees the writing on the wall and leaves the company. Overall assessment in 2022: Meta is dead. How did that prediction turn out? 2026: $META Revenue: $252 Billion (up ~120% from 2022) Since Meta was declared dead in 2022, the company has added more revenues than it had in 2022! The equivalent of creating a new business, bigger than 2022 Meta! Interestingly, all of that growth has come from the same products that were declared dead in 2022. @finkd's "stubborn" investments in AR/VR also meant that it would be well-positioned (from both a talent and Datacenter perspective), to enter the AI race. So far Meta hasn't had much direct revenue from AI, but it's now releasing new AI products on a regular cadence and is considered 1 of the top 5 players in the AI race. Meta Connect 2026 which is Meta's big annual event where they launch new products and announce there plans is less than 30 days away. I might be more excited about Meta now than I was when I was accumulating it in 2022!

"I don't want to draw a link between what's happening in Iran and this incident at this stage." UK Defence Secretary Wes Streeting declines to connect the arrests of five men near a Royal Air Force base with the US-Iran war, telling Caroline Hepker investigations are ongoing

I asked Grok Bot to design a concept that captures heat from a rocket launch and turns it into electricity. It created this entire 3D model and animation by itself. Grok is really good at this. Super cool to see one simple idea turned into this.