Meta's ad business remains a highly profitable engine with potential for double-digit growth even without the success of its current AI or Reality Labs investments.

“So while the ad market is volatile and there might be some weaker years here and there, the mix of more content and more impressions and just the price increases should without a problem lead to at least double digit revenue growth even without any of the callups such as WhatsApp or AI exceeding.”

Investors should build positions gradually and develop an exit strategy for market downturns.

“The way we do things around here um is gradual. Now, some of us personally might not always be gradual, but as far as how we explain to do things in the right the right way to do it is just gradual. You put some money out there. If it's working, you put some more.”