Of the world population that could currently use Meta’s Family of Apps, ~70% use FoA daily, and ~90% use FoA monthly.

Source: https://invariant.substack.com/p/meta-pain-and-patience

Really interesting article, particularly on the work META is doing to get around ATT with advances in AI.

AI advances are driving a lot of these improvements. And one example is that after launching a new large AI model for recommendations, we saw a 15% increase in watch time in the Reels video player on Facebook alone.

What do you think? Does this make you more or less optimistic about META’s future earning potential?