Asks about market reaction to Google/Meta/NVIDIA trade and analyst's neutral rating on Alphabet
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Believes LLM benchmark race will be competitive with multiple winners, not winner-take-all
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Market has overpriced winner-take-all assumption into Google and unfairly penalized others like Meta
Questions confidence in Meta's $100B future spend given executive turnover in AI division
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Meta has already achieved return with $60B AI revenue covering increased capex
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AI advertising growth represents share shift from legacy media to performance marketing, not zero-sum game
Asks for other AI investment opportunities beyond Meta
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Amazon showing strong AI ROI in AWS with government and OpenAI deals, plus AI benefits in e-commerce