This podcast episode delves into the latest innovations introduced at Meta's Connect conference, particularly focusing on the Orion glasses and advancements in AI interactions. While the potential of these technologies appears promising, with applications in productivity and social media interactions, the speakers express caution about their broader consumer value and Meta’s significant investment strategy, which continues to burn through cash at an alarming rate. The discussion also touches on how Meta's new photo editing capabilities may impact Adobe, and highlights Brookfield's optimistic investment approach amid a cautious market landscape, reinforcing the importance of strategic capital allocation and thorough research for investors.
