🍰 c8ake 🎮 retweeted
The @MeatMETAc content is really cooking rn
🍰 c8ake 🎮 retweeted
Grand Theft $META
Mission 1: The Election Day Heist
Meta may have pulled off the best-timed bond sale of the AI era.
They sold $25 on Election Day, hours before a blue sweep threatened ~50% of planned US AI data centres.
Since then tech spreads have widened all week, AI CDS are at record highs & $2.3T wiped off equities.
It still cost Meta though.
The 2056 bonds priced 0.9% wider than April.
Maybe investors aren't too happy to lend money for 30 years to buy chips which are obsolete in 5-6 years 🤷♂️
🍰 c8ake 🎮 retweeted
Meat memes, BBQ games.
Zuck is prepping us for a Meta restaurant chain.
ALT Conspiracy board meme. Photos of Zuck smoking meats, his BBQ sauce bottle, his ranch steak and his Muse BBQ game are all connected with red string to a napkin sketch of a restaurant called Meat Meta Smokehouse.
🍰 c8ake 🎮 retweeted
$META purchasing @conductor_build sets them up to push further into enterprise. In restaurant terms software engineers used to be line cooks. One station and every dish by hand.
AI agents turned line cooks into sous chefs. The agent cooks while the engineer directs, tastes and fixes.
Conductor takes it one step further and makes them the expo. Several agents cook at once.. each at its own station. The engineer stands at the pass and checks every plate before it goes out.
Agents wont just do this for engineers in the future. Analysts, lawyers, accountants and marketers are just some of the fields that will benefit.
Conductor worked with Claude Code and Codex. It’s possible Meta could make it so a company wouldn’t have to go all in on one lab. Giving Meta a shot to prove itself without a company forcing their employees to use one model.
The future of agent usage is mixing and matching.
Charlie Holtz (the founder of Conductor) says the team will work with Alexandr Wang and Nat Friedman at MSL. Friedman, the former GitHub CEO, runs AI products there.
Conductor was built for coding but any job that can be split up and checked can have a pass.. the analyst running five financial models at once, the lawyer reviewing five contract markups.
The next step is kitchen manager. Software runs the pass and you run the kitchen. Holtz calls what they’re building “the next interface.”
The money is in enterprise first. On the Q3 call Zuck said “the main enterprise offering in the near term is going to be the model API and Muse Code,” and that over time he wants “a whole kind of business network of Muse agents.”
This could eventually tie into using Muse with Meta glasses. Several Muses work at once and you the user get back a completed job that only needs to be checked.
The current app is winding down and the new version is due early next year.
🍰 c8ake 🎮 retweeted
$META is set to keep winning the AI era.
Based on Q3 earnings reports Tyler and Emily represent the current state of online shopping.
1. Meta owns the destination.
3.64 billion people use Meta’s apps every day. They dont need Google to send them to IG. IG is where they live.
Compare that to companies that depend on search traffic. Reddit's CEO on their Q3 call: "People still want Reddit. It is just Google is not sending them to Reddit the way they used to."
He went on to say "The reality is, AI Mode does not drive traffic. Not for us, and not to anybody as far as I know. That's just a fundamental shift in how Google works. It used to be a traffic driver, now it's not."
2. Queries are earning less money.
Query growth is the highest it’s been in five years for Google. Yet search revenue remains flat. $63.27B in Q2 vs $63.35B in Q3.
3. AI is making Meta’s business better.
Andromeda narrows tens of millions of ads down to a few thousand candidates. Meta’s ranking model (GEM) picks the winner.
On the Q3 call Meta’s CFO Susan Li: GEM lifted app ad conversions 9.6%, and advertisers using Meta's AI business assistant got almost 5% more conversions at the same cost.
This week Meta said Andromeda added 2.4% to Facebook conversions since 2025.
4. People only care about what they care about.
Meta sees what you actually spend your time on. Tyler never searched for a grill, he just liked the grill memes his dad sent him.
AI tools also help advertisers make hundreds of millions of new ads. Andromeda reads the creative, finds the buyer and can score over a billion ads per second on a single GPU server.
5. Mo money, less problems.
Q3 2026: Meta ad revenue $63.1B, up 26%. Impressions up 10% and price per ad up 14%. In the US and Canada, price per ad rose 23%.
6. The future
More than 10 million people set up Muse in the first six weeks (Zuck's goal is billions of people). Shopping is its biggest use and the average purchase is over $200.
Search shows you what it wants. Andromeda shows you what YOU want.
🍰 c8ake 🎮 retweeted
The Board understands Zuckerberg's reaction. American beer is superior.
This is the official position of the Company and is not up for discussion.
🍰 c8ake 🎮 retweeted
A Chicago style Alexandr Wang
If $meta hits $1k by eoy, out of respect, I will refer to all glizzys as alexandr wangs
