Rihard Jarc(@RihardJarc):If $META dominates the personal AI agent market, it becomes the ultimate stack for businesses trying to reach consumers. Not only does $META then own top-of-funnel discovery surfaces with FB, IG, and WA, but it also adds a high-intent commerce gatekeeper (the agent), which means it owns the full stack and can do full attribution. When valuing the company, you must add the value achieved by owning and offering both discovery and high-intent, bottom-of-funnel marketing surfaces. In essence, this is the holy grail of social and commerce.

Rihard Jarc

@RihardJarc

Researching and investing in tech (AI, cloud, semiconductors, platforms). Building UncoverAlpha. DMs open. Tweets are only opinions.

参加 January 2016

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Rihard Jarc@RihardJarc

2026.09.18 14:50

If $META dominates the personal AI agent market, it becomes the ultimate stack for businesses trying to reach consumers. Not only does $META then own top-of-funnel discovery surfaces with FB, IG, and WA, but it also adds a high-intent commerce gatekeeper (the agent), which means it owns the full stack and can do full attribution. When valuing the company, you must add the value achieved by owning and offering both discovery and high-intent, bottom-of-funnel marketing surfaces. In essence, this is the holy grail of social and commerce.

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