iFinance(@iFinance):$META faces a growing AI crisis. Pushing #Llama AI features into #Instagram and #WhatsApp may frustrate users, while off-balance-sheet SPVs raise bubble concerns. If monetization falls short, costly data centers could face significant writedowns before the AGI race is settled.

iFinance

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iFinance@iFinance

2026.06.11 18:44

$META faces a growing AI crisis. Pushing #Llama# AI features into #Instagram# and #WhatsApp# may frustrate users, while off-balance-sheet SPVs raise bubble concerns. If monetization falls short, costly data centers could face significant writedowns before the AGI race is settled.