{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Avory - Markets and Investing","title":"Meta Q3 2025 Post-Mortem: AI Spend vs ROI","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/6f2757a5\"></iframe>","width":"100%","height":180,"duration":457,"description":"Meta just reported Q3 earnings\nRevenue up +26% Y/Y, engagement accelerating, and yet the stock fell 8%.In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why the market is suddenly questioning Meta’s $70B+ AI spending plans, what this means for ROI, and whether we’re entering “Metaverse 2.0” territory.\nWe explore:\n • Why Meta’s core business is stronger than ever\n • How AI infrastructure is driving engagement and ad performance\n • Why investors are beginning to push back on CAPEX at all costs\n • The tension between long-term vision and near-term returns\n • What this shift could mean for broader AI infrastructure players\n⚡ Clear growth, rising scrutiny: Meta’s results mark a turning point in how markets judge AI investment.","thumbnail_url":"https://img.transistorcdn.com/ADRPTmp9Za1lH4Yt9ZONyfvomzdplTO8ScyOf5TslvM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kZTBk/NDJhZTkzMjZiZDAw/MWE5ZTc2OWYyNTg3/OTllMC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}