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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7817 followers
Created: 2025-07-22 21:30:24 UTC

Longriver Partners Fund on Meta $META US

Thesis: Meta has built world-class AI infrastructure and automation for its ad platform, but without a compelling consumer-facing product, it risks powering the future of AI from behind the scenes while rivals like OpenAI capture the end-user and the upside.

(Extract from their Q1'25 letter)

![](https://pbs.twimg.com/media/GwffnNzWQAAbc6t.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947771232532750830/c:line.svg)

**Related Topics**
[open ai](/topic/open-ai)
[automation](/topic/automation)
[coins ai](/topic/coins-ai)
[$meta](/topic/$meta)
[meta](/topic/meta)
[meta platforms](/topic/meta-platforms)
[stocks communication services](/topic/stocks-communication-services)

[Post Link](https://x.com/StockCompil/status/1947771232532750830)