00:00In 2006, Meta is no longer just a social media company.
00:05It has evolved into the AI infrastructure king.
00:10Meta's decision to keep its AI, Llama 4, open source, was a master.
00:15By doing this, every developer in the world is building on Meta's architecture.
00:20This makes Meta the operating system of the AI era, much like Windows was.
00:25For the PC era, the Orion AR glasses and the partnership with Ray-Ban have
00:30turned Meta into a hardware giant.
00:35These devices act as the eyes and ears for their AI, collecting real-world data.
00:40That Google and OpenAI cannot access.
00:43Meta's AI now handles...
00:45...90% of the ad bidding process.
00:48This has made advertising on...
00:50...Instagram and Facebook much more profitable for businesses.
00:53Leading to a massive...
00:55...and a massive surge in Meta's free cash flow.
00:57For years, the world laughed at Mark Zuckerberg's...
01:00...Metaverse obsession.
01:02Billions were spent and stock prices plummeted.
01:05But in 2026, the laughter has stopped.
01:08Meta has executed the most...
01:10...significant corporate pivot in history.
01:12They didn't just build a virtual world.
01:14They built...
01:15...the brain that runs it.
01:16Today on Fiscal Point, we explore the $10 trillion...
01:20...the opportunity behind Meta's AI evolution.
01:23While OpenAI and Google built...
01:25...walls around their technology, Meta tore theirs down.
01:28By releasing Lama...
01:30...for to the public, Meta has become the standard...
01:32...for global AI development.
01:34From...
01:35...startups in Bangalore to hedge funds in London...
01:37...the world is running on Meta's code.
01:40This isn't just a tech move.
01:41It's a strategic capture of the global AI ecosystem.
01:45We look at the numbers.
01:47Why open is more profitable than close.
01:50The smartphone era is maturing and the wearable era has begun.
01:55Meta's smart glasses are no longer a gimmick.
01:58They are the most advanced data...
02:00...collection tools ever made.
02:02By integrating AI directly into our vision...
02:05...meta is bypassing the App Store and the Play Store.
02:08They are building their own gateway to the...
02:10...digital world.
02:11Securing their financial future away from Apple's restrictions.
02:15At its heart, Meta is an advertising machine.
02:18In 2026...
02:20...that machine is powered by hyper-intelligent AI.
02:23The ability to predict consumer...
02:25...behavior with 98% accuracy has led to a record-breaking quarter for...
02:30...meta stock.
02:31We analyze the cost per click metrics and why small businesses are...
02:35...shifting their entire budgets back to Zuckerberg's platforms.
02:38This is the monetization...
02:40...of intelligence.
02:42No growth comes without challenges.
02:45We discuss the upcoming EU AI Act and the U.S. Department of Justice's scrutiny...
02:50...of tech monopolies.
02:51How does Meta navigate the legal landscape of 2020?
02:55...we look at their massive cash reserves, over $60 billion.
03:00set aside to handle the regulatory hurdles of the next decade.
03:05Transformation of Meta is a lesson in resilience and long-term vision, whether you are
03:10an investor or a tech enthusiast, understanding Meta's role in 2026 is essential.
03:15Is Zuckerberg the new king of the AI age?
03:19Only the data will tell.
03:20Thank you for watching Fiscal Point.
03:23Follow us on Rumble and Dailymotion.
03:25For more deep dives into the numbers that run our world.
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