Meta Platforms Stock Discussion

Chad Dunbar : There is only one problem….all of the other companies that you mentioned have enough cash sitting on the side to simply purchase all of the information that they need in order to catch up. Apple, for example, could go on an undreampt of data buying spree and barely put a dent in their cash holdings.
Also, it’s not like they don’t have their own pools of big data to draw from, especially Microsoft and Apple, since they’ve been around for far longer than Google.
Also, this stage of the AI race is similar to the first stage of the handheld cell phone race: whoever wins the early round isn’t guaranteed to be relevant in later rounds.  Nobody is talking about IBM or Motorola as a dominating force in the current cell phone industry, despite those companies initially leading in early rounds.

J Servai (JLAPT) : Agreed..

102181510 : yes

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Gardenia Roti OP Chad Dunbar : agreed with your perspectives. so we will see now who has the most relevant data... and what they can do with it..
to me chatgpt is like IBM. google is a challenger In the market instead of leader.

I Am 102927471 :

I Am 102927471 :