Facebook and the Metaverse, page-12

what i find strange is how google/facebook have been reporting record ad revenue since Q3 last year, and yet mark still claims they are hit by covid. all tech companies are reporting earnings that keep crushing analyst forecast, yet they are claiming their customers are "affected by covid".

in terms of automotive, that's scale ai's domain, appen is unlikely to take a sizeable market share.

what i see is the mega tech switching more to weak supervised/transfer learning, and even unsupervised.

and also, you know how to value stocks very well. if unsupervised learning becomes the real deal in 10 years time, appen's revenue will begin to drop well before than, with most of it gone in year 10. now how many years of DCF is required for the current forward p/e of ~33? (FNarena estimate ~0.35c eps this year). appen should be priced as a short duration miner like iron/gold, not a long duration tech growth stock.