Could Mark Zuckerberg be the next legend to join the ranks of Steve Jobs & Bill Gates with an epic second act?
After the post-metaverse cold plunge, Zuck has ignited a fire at Meta, sending its share price soaring 5x in the last 18 months! 🚀
Exciting revenue growth (earnings due tomorrow) aside, it's Meta's strategic pivots and laser focus that truly impress. Here's my top three:
👏🏽 Llama's debut as a family of LLM's is making waves
👏🏽 WhatsApp has its mojo back with frequent product releases, including the very promising integration of Llama.
👏🏽 Horizon VR OS is poised to be the Android for VR (see news below), challenging Apple's dominance in the space. With the hardware battle for Mixed Reality headsets heating up.
Add to that the potential revenue boost from a TikTok ban in the US and the monitization of Whatsapp, and it's clear that founder-led firms like Meta have the power to pivot and thrive.
However, Satya Nadella may differ, and rightly so
https://www.cnbc.com/2024/04/22/mark-zuckerberg-says-meta-will-offer-its-virtual-reality-os-to-hardware-companies.html