Debrief: 4 things we learned from Meta.

from Avory - Markets and Investing · host Avory & Co.

Sean Emory of Avory & Co. debriefs Meta's July 29, 2026 earnings call, framing four key questions: AI monetization, open vs closed source strategy, enterprise AI, and the CapEx path into 2027 and 2028.Chapters00:00 Meta Earnings Debrief01:14 Show Intro & Disclosures01:55 Revenue & Guide Highlights02:55 AI Monetization Flywheel06:49 Open Versus Closed Models08:46 Enterprise AI On WhatsApp11:01 CapEx Outlook And Bottlenecks13:04 Wrap Up & Key TakeawaysThis discussion is for educational purposes only and should not be considered personalized investment, legal, or tax advice. Views reflect our opinions as of the recording date and may change.

Episode metadata supplied by the publisher feed · Published Jul 29, 2026

Embed this episode

Attribution link and audio player

Ready to play

Debrief: 4 things we learned from Meta.

0:00 14:29

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Avory - Markets and Investing?

This episode is 14 minutes long.

When was this Avory - Markets and Investing episode published?

This episode was published on July 29, 2026.

Can I download this Avory - Markets and Investing episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!