Bull case: Meta wins consumer and enterprise AI, becomes first $10 trillion company

ThomasScialom · x · 2026-11-10

A widely reshared $META bull take argues Meta will win both consumer and enterprise AI and become the world's first $10 trillion company — and that calling it "just an ad company" may age as badly as calling Amazon "just a bookstore." The full bull case is laid out in a thread.

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