Avory - Markets and Investing
Debrief: 4 things we learned from Meta.
30 July 2026 14:29 Avory & Co.
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About this episode
Sean Emory of Avory & Co. debriefs Meta's July 29, 2026 earnings call, framing four key questions: AI monetization, open vs closed source strategy, enterprise AI, and the CapEx path into 2027 and 2028.
Chapters
00:00 Meta Earnings Debrief
01:14 Show Intro & Disclosures
01:55 Revenue & Guide Highlights
02:55 AI Monetization Flywheel
06:49 Open Versus Closed Models
08:46 Enterprise AI On WhatsApp
11:01 CapEx Outlook And Bottlenecks
13:04 Wrap Up & Key Takeaways
This discussion is for educational purposes only and should not be considered personalized investment, legal, or tax advice. Views reflect our opinions as of the recording date and may change.
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