Meta Has 3 Billion Users. Now What?

This podcast episode discusses Meta's strategies for growth, investment, and monetization. The company's focus on expanding its advertising reach, prioritizing short-form video content, and investing in AI to enhance its metaverse experience is explored. Meta's efforts to capitalize on Twitter's struggles, the impact of AI and metaverse ambitions on its business, and the role of AI in creating immersive virtual worlds are also discussed. Additionally, the episode analyzes Chipotle's recent earnings report and its implications for the fast food industry, highlighting the trend towards convenience and speed. The importance of loyalty programs in retail and restaurant industries, the state of commercial real estate, and the impact of rising interest rates on multifamily housing are also discussed, emphasizing the need for increased supply to address housing shortages.