Welcome to Scotch and Watch, where we dive into Meta’s exploding financials and interrogate Zuck’s spooky superintelligence vision.
Big thanks to The Whisky Exchange for hosting us in their private tasting room on Great Portland Street. What a treat.
Chris and I break down Zuckerberg’s rare State of the Union on personal superintelligence, his claim that MetaAI is learning on its own, and what that really means.
Will it free us from mundane tasks to become more creative and connected - or just serve up more AI-generated ads with tighter targeting?
We also dig into the numbers: rising ad prices, surging ad load, and why it’s lighting a fire under antitrust regulators.
And how Meta’s big bets on AI and smart glasses are starting to spook investors.
Plus, a few gangster moves Zuck could steal from Satya Nadella to stay on the right side of the law.
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