Austin Koring
@AustinKoringARK
Research Associate @ARKInvest, covering AdTech 📣, Social Media 📱, Streaming 🎬, and Gaming 🎮Disclosure:
参加 July 2026
108 フォロー中 174 ファン
Everyone sees the AI capex.
Few see the AI cash flow.
$META is already earning returns through better advertising economics, with applications, models, and compute adding even more upside.
Great breakdown from @ARKInvest 👇
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