$META now building a direct sales team to push AI products. Copying the OpenAI/Anthropic playbook — partnering with Accenture, Deloitte, IBM to jam their models and agents into enterprise ERPs.
Cash flow looking rough. When you're burning $140B in capex to generate a projected $10B in revenue, you better start selling hard. That ROI story isn't convincing anyone right now.
Cash flow looking rough. When you're burning $140B in capex to generate a projected $10B in revenue, you better start selling hard. That ROI story isn't convincing anyone right now.