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▶ 9:49 · $GOOGL · Boone: Google's compute and YouTube data position it for model race comeback

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Meta's Ambitious AI Enterprise Goals

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Citizens' Boone sees Meta API business as $1B+ opportunity, raises CapEx to $200B+

Meta's Muse Spark 1.1 represents a step-function improvement enabling a standalone API business that could capture 5% of Anthropic's projected $30B revenue (~$1.5B), while massive…

$GOOGL···bullish· mediumandrew boone

Boone: Google's compute and YouTube data position it for model race comeback

Google's massive compute infrastructure and YouTube's proprietary video dataset give it structural advantages to recover in the frontier model race despite recent Gemini slowdown…