The year is 2030. $META is the biggest company in the world. Muse is the most used consumer agent. Their models are on par with best-in-class (if not better) & they’re also cheaper. Their smartglasses are selling out left & right as the company leans into its fortress ecosystem. Suddenly, the company with the best agents also has the best consumer hardware. Blue text bubbles suddenly feel meaningless. Their core apps business is still somehow steadily growing daily users. Several other products we can’t even fathom debuted, scaled & effectively monetized. Margins explode higher as fixed cost leverage kicks into high gear, top-line compounding continues, CapEx growth turns negative & AI hardware pricing power greatly fades. Alexandr Wang is posting funny things in X (still not Threads). Zuck is having a barbecue. Life is good.