Meta has insane distribution. Even if they don't match the best AI integration in a couple of months, they can push it to 1 billion people in days when it hits.

Meta has insane distribution. Even if they don't match the best AI integration in a couple of months, they can push it to 1 billion people in days when it hits. Same thing for AR/VR, they can afford to invest massively in different plans, use cases and form factors. Fitness, work, social, metaverse, gaming, hardware... It's a collection of bets and in this day an age, one great product-market fit can scale into billions of revenue. In a recent interview Zuck stated that he was surprised by how well the RayBans worked. It's also a great synergy with this new wave of AIs. Because they invested so much they might well get ahead in this race