Meta에 대해서 별 관심은 없다, SMS의 BM이나 가치에 대해 생각해 본적도 없으니. 작년 10월말 흔들리는 Meta 창업자에게 Technology 투자가인 Brad Gerstner가 보낸 공개서한 내용은 제목처럼 "get fit and focused" Reduce headcount expense by at least 20%; Reduce annual capex by at least $5 B from $30B to $25B; and Limit investment in metaverse / Reality Labs to no more than $5B per year. "Like many other companies in a zero rate world — Meta has drifted into t..
