So..
Zucks just flat out told investors that they need to give $META years to truly monetize AI. He did not sugarcoat.
He was blunt and direct, said they would increase capex in 2025, and that investors need to be patient with how they scale products (in his words, usually to 1B+ people) before they even try to make money.
This is likely why they JUST started monetizing whatsapp and why they are going to wait to monetize Threads and MetaAI.
The stock did NOT tank on this news. It's almost like the street actually appreciated the honestly, as long as they could feel the authenticity coming from Mark on the fact that there will be monetization, it just needs time for it to happen properly.
Current AI monetization for $META is mainly just in advertising, which is helping them still grow 20% YOY.
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