AlmaCap@AlmaCap114204Great take. My personal opinion is the ROI of capex is going to be very accretive any time now. See muse. I think it will unlock vast amounts of new revenue streams for meta. They will be able to dilute for capex if they want to. But first. Take debt when available.
Paul Enright@pmje73I think this recent volatility continues to reflect the misalignment in the product cycle and the capital cycle. The product cycle itself has gotten more complex not simpler due to the continued presence of multiple competing products and the shifting relevance of open and