EP.39: Bull or Bear debate on META’s AI Capex? With Avory’s CIO Sean Emory

Podcast: Pitch The PM · PitchThePM

Opublikowano: 2026-07-09

Sean Emory, CIO and Founder of Avory & Co., is one of my go-to investors when I want to pressure-test an investment thesis. While I tend to focus on earnings revisions and the Variant View checklist , Sean goes deep on products, competitive positioning, and invests where the world is heading. In this episode, we debate one of the biggest questions in tech investing today: Is Meta overspending on AI, or is Zuckerberg making the right long-term bet? We break down if Meta's AI strategy is working and what is driving the stock? </p...