[throwaw12]

> I don’t think Zuck’s vision is particularly compelling.

But he has to do it anyways, otherwise Meta can be disrupted easily.

Google, Apple has hardware, distribution channels for their products

Amazon has the marketplace and cloud

Microsoft has enterprise and cloud

Meta is always looking for ways to stay afloat

[xnx]

Meta has 3.5 billion daily active users

[throwaw12]

and has competitors like: TikTok, SnapChat, YouTube, Netflix, X, HBO, Amazon Prime, all fighting for the attention time.

They are worried something like Sora can disrupt them quickly