TIVP056: Meta (META): Is Meta Undervalued Again? w/ Daniel Mahncke & Shawn O’Malley

The Intrinsic Value Podcast analyzes Meta's potential as an investment, focusing on its AI initiatives and Reality Labs division. Daniel Mahncke expresses skepticism about Meta's $100 billion AI investment, questioning the returns, while Shawn O'Malley notes the market's negative reaction and Meta's discounted stock price. The discussion highlights Meta's family of apps, boasting 3.5 billion daily active users and impressive revenue generation, contrasting it with the money-burning Reality Labs, which has accumulated over $70 billion in losses. They debate the potential of AR glasses, comparing Meta's approach to those of Apple and Google, and examine WhatsApp's monetization strategies, including business messaging and ad placements, considering their impact on user experience and revenue. The hosts also explore the impact of AI on Meta's ad algorithms and the potential for AI-driven content creation.