Commentator: Zuck's Meta outflanked AI labs, Google and Apple all at once

denny_zhou · x · 2026-09-24

Investor Joe Carlson argues Meta's recent strategy is a masterclass: Zuckerberg shipped a better agentic assistant than OpenAI, a better VR headset than Apple, and was first to deliver an agentic smart speaker that OpenAI has teased for years. He admits he once underestimated Zuckerberg and no longer does.

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