Thoughts on META

I watch a few Youtube videos on Meta:

Stratechery has an interesting post on busting 5 myths on Meta

Some points

1) Meta has been falling rapidly after its Q3 announcement. The fall seems to be due to higher expected expenses next year, weaker free cash flow and (to some extent) stagnating revenue. Other reason is Meta's insistence in high investment in Metaverse

2) Meta is un-modelable. It has declining financials and its future depends on Metaverse.

3) In short run, Meta is monetising some new products: Reels and Clicks-to-Messanger

4) Metaverse is interesting and probably have real life use case in future when the hardware and software gets better. Imagine one can meet people virtually and see their facial expression, write on virtual whiteboard and avatar showing real faces. Or one can work with laptop but a few large screens in metaverse. (This may affect monitor industry.)

5) Buying Meta is not on its financials, but rather it's on the belief that Metaverse will be a winner for Meta in long run. 

I am not vested in Meta currently. I have not decided if I should invest in Meta.