Jason skeptical Meta can become serious enterprise AI player
Meta lacks DNA for enterprise business; past efforts in VR and enterprise were costly distractions from core advertising which is benefiting from AI; competing with Anthropic and…
Nick sees path for Meta to replicate Google Cloud enterprise pivot
Meta has talent to win in enterprise AI; Google proved advertising giant can build cloud business; Zuckerberg likely looks at Google Cloud and thinks Meta can do the same, though…