Nicolas Petit @competitionprof.bsky.social · 29/03/2025However, financial disclosures don't reveal much, as WhatsApp revenue is lumped with Instagram and other apps. But is profit the right focus? Long-term survival in the AI race is what truly matters 6/n 100
Nicolas Petit @competitionprof.bsky.social · 29/03/2025Meta's strategy should be evaluated from a different angle. They're building an audience for their AI products, competing for LLM diffusion across search, OS, digital assistants, and now messengers 7/n 100
Nicolas Petit @competitionprof.bsky.social · 29/03/2025Freemiums, self-preferencing, and pre-installation are strategies enabling intense competition. Diversified tech firms finance this race using their substantial market power 8/n 100