Locator: 49607LLAMA.
Updates
December 4, 2025: I've never seen one analyst recommending META wearing META's AI Ray-Ban glasses. Not one. I have seen talking heads on CNBC wearing AirPods.
December 4, 2025: as the day wore on, CNBC talking heads became more and more negative regarding Mark Zuckerberg's pivot to the Metaverse a couple of years ago. Huge mistake in the eyes of CNBC analysts. The losses of the Meta reality labs have been incredibly awful. Mark Zuckerberg sees Apple as its main competitor. In fact, for investors, the latter see Google as Meta's biggest worry.
Ticker META:
Original Post
Llama 4.0 was a disaster.
META not even in the top 25 chatbots any more.
Google Gemini is #1 with OpenAI close behind (at the moment).
China is catching up quickly.
Talking head / analyst on CNBC following META report earlier today.
AI has moved so far ahead now, and hardware is not where AI is right now. Zuckerberg recognizes that and made huge decision, reported earlier.
From AI today:
