New Street Research’s US Internet analyst, Dan Salmon, will host a call to review the team's work laying out the monetization potential for Meta AI from both advertising and premium subscriptions.
The call will be a great opportunity to address some of the top investor questions of late, including:
• What are the most likely ways that META will see returns on the elevated AI capex investment levels?
• How often are users of AI chatbots/assistants showing commercial shopping intent versus purely informational queries?
• What type of timeline do we expect before monetization of Meta AI begins?
• What's the potential ad revenue from a new surface like Meta AI?
• How many free Meta AI users do you think could be converted into subscribers for a paid, premium product?