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![whispertickers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1937935302200373248.png) WhisperTick [@whispertickers](/creator/twitter/whispertickers) on x XXX followers
Created: 2025-07-27 14:06:28 UTC

Cost base climbing. Conviction climbing faster. 😬

$META poured $35bn into capex over the last XX months, up 25%. Q2 2025 opex? $23.5bn. Margins edged down to 38%. AI headcount still swelling.

Open sourcing with Llama keeps rivals on their toes, but few free lunches at this scale. Reality Labs: $1.2bn revenue, $4.5bn in losses. 

Peers aren’t exactly napping. $GOOGL DeepMind R&D up 18%. $MSFT just threw $15bn more into the AI pit.

Growth is real—ads up 22%—but discipline looks set for a longer test. Capital intensity meets investor patience:

Still confident this pays off?


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949471454388482157/c:line.svg)

**Related Topics**
[msft](/topic/msft)
[googl](/topic/googl)
[meta](/topic/meta)
[$msft](/topic/$msft)
[$45bn](/topic/$45bn)
[$12bn](/topic/$12bn)
[coins ai](/topic/coins-ai)
[$235bn](/topic/$235bn)

[Post Link](https://x.com/whispertickers/status/1949471454388482157)