Part 7/11:
However, the challenge remains: what companies are available in distress? The AI space, especially startups like OpenAI or Anthropic, often requires ongoing capital infusion. Yet, uncertainties about market conditions and macroeconomic factors imply that acquiring distressed AI assets may be unlikely anytime soon, especially with industry giants such as Jensen Huang at NVIDIA building strong defenses for their GPU dominance.
Investing in Hardware, Software, and Content
Meta’s outlook hinges on their ability to own the ecosystem at multiple levels—from hardware to software to user engagement. Zuckerberg illustrated that the company's investments are aimed at developing hardware, such as AR glasses and wearable devices, integrated tightly with their AI capabilities.