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Show Notes
Sam Vadas details Meta Platforms' (META) ongoing efforts to jump into a crowded AI race. Sam shares an analogy from the NYSE Floor about its "Avocado" platform suggesting it might be too firm still and needs to ripen up before it's ready. She details the reported performance lagging Alphabet's (GOOGL) Gemini 3.0 and later dives into Meta's capex spend in data centers.
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