$Meta Platforms, Inc.(META)$ M

$Meta Platforms, Inc.(META)$ Meta seems to be going further into vertical AI integration. According to reports, the company is getting ready to launch its own in-house image generation model, called Muse. The aim is to cut down on using third-party image models across its platforms.

If they execute this well, it's not just about making images. It's about bringing down inference costs, making product integration smoother, and building up Meta's long-term AI advantage.

While a lot of the market is focused on AI assistants, I'm more interested in the infrastructure that supports them. For me, Meta continues to look like it's ticking a lot of the right boxes.

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