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▶ 1:47 · $META · Citizens' Boone sees Meta API business as $1B+ opportunity, raises CapEx to $200B+
episode briefing
The Information

Meta Debuts Muse Spark 1.1, Blue Origin to Raise $10B, Cursor Develops AI Agent

2026-07-11 · 2 company · 5 thematic
sentiment
2 bull0 bear0 neu
speakers
andrew boone

Equity research analyst at Citizens (likely Citizens JMP) covering internet and AI infrastructure; provides detailed CapEx modeling and revenue estimates for hyperscalers.

quote
“I think it's a step function change in terms of how you think about Meta over the next kind of 5 years... Meta wants to treat its API of its frontier models as a standalone business that can support itself... we took a cut at it last night…”
—andrew boone

episode shorts · 1

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