Meta Poised for AI Tipping Point, Barclays Says

Seekingalpha2023-10-06

Meta Platforms (NASDAQ: META) may be poised for a new tipping point as it relates to artificial intelligence, investment firm Barclays said on Thursday.Users may have a new “interaction layer” to ...

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DricNJicken
2023-10-06
DricNJicken
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It could boost the company's core ad revenue by $16B, thanks in part to higher CPM rates, though it could also have an impact of $10B (or more) on the company's cost of goods sold, the analysts said.Barclays, which has an Overweight rating and $410 price target on the stock, said that marrying new services “with an existing distribution mechanism is the winning combination for meaningful adoption of consumer internet products.”Consumer adoption of AI in tech will come in waves and will be focused on use cases including work productivity, information retrieval and services that resemble companionship.Barclays pointed to the adoption of MyAi, an AI chatbot, in Snap’s (SNAP) existing distribution to see the potential.“The service is only seven months old, yet has reached 150m+ users,” the analysts said, estimating that that translates to 100M daily active users, or DAUS, or 25% of the total DAUs.Meta (META) is also building AI agents to address everyday consumer use cases with a celebrity-infused theme around each, including gaming, cooking, workouts, companionship, travel, shopping, etc.“This unique approach might actually resonate with the non-tech-savvy consumers that are on WhatsApp and Instagram every day, and help overcome the barrier that some of the previous AI agent services face in terms of utility,” Barclays said. “We’d also note that using celebrities faces and fine-tuned expressions was a smart way humanize and differentiate the AI agents from the crowded field.”","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":227403165880400,"gmtCreate":1696597034580,"gmtModify":1696597037724,"author":{"id":"3582023360578743","authorId":"3582023360578743","name":"DricNJicken","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3582023360578743","authorIdStr":"3582023360578743"},"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/227403165880400","repostId":2373365354,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2373365354"}