Meta
Facebook, Instagram, WhatsApp, Threads, Llama AI and Ray-Ban Meta glasses.
Public · NASDAQ:META- Sector
- Internet
- Based in
- Menlo Park, United States
- Founded
- 2004
- Invested
- Mar 2023
- Formerly
Meta runs Facebook, Instagram, WhatsApp, Messenger and Threads, used by billions of people every day, and earns nearly all of its revenue from advertising on them.
Meta is also a major AI developer, with its Llama models and the Meta AI assistant, and invests heavily in AI data centres. Its Reality Labs division makes Quest virtual reality headsets and, with EssilorLuxottica, Ray-Ban and Oakley Meta smart glasses.
Mark Zuckerberg founded Facebook in 2004 with fellow Harvard students, and it went public in 2012. It bought Instagram in 2012 and WhatsApp in 2014, and renamed itself Meta in 2021.
As of 29 Sep 2026
Why I own it
More than three billion people use Meta's apps every day, and it's putting AI in front of all of them. AI makes its ad business better, and the ad business pays for the build-out.
It's also the clear leader in smart glasses and headsets. I think glasses become the way we use AI through the day, and Meta has been shipping and improving them for a decade while others wait.
Then · Mar 2023
Since I invested
- Held for
- 3 years, 7 months
- Status
- Active
- Share price, past year
- -1%
Thesis check since 29 Sep 2026
Nothing yet that bears on it (1 item checked)
Checked against the thesis by Jev, an AI model. Can be wrong.
What I've written about it
Latest on X
@Meta- Meta@Meta · 29 SeptMuse for Small Business is here5530399
- Meta@Meta · 28 Septso many styles and even more ways AI can help you, hands-free.
even lighter, with the longest battery life to date.
#MetaConnect
11031278 - Meta@Meta · 27 Septmeet Muse, your personal AI agent. it gets to know you and your goals, works across different parts of your life, and gives you back the time where you want it.
built with privacy and security from day one.
#MetaConnect
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