# Meta: a long call on Full Port, 2026-10-27

- **Meta (META)**, long, medium conviction, at 6:45: "Meta has some of the smartest people on the planet working on these problems… I think that they’re going to figure it out and I think they feel confident in it." Host expects Meta to figure out consumer AI monetization given its understanding of consumer behavior, and sees the slowdown as likely a speed bump. ($623.95 when said, $619.54 now, −0.7%, against it) https://fullportshow.com/episodes/2026-10-27/?t=405

Episode: Anthropic Files Its S-1, Nvidia Buys Into Meta, and Microsoft's 60,000 Buyouts https://fullportshow.com/episodes/2026-10-27/
Everything the hosts said about Meta: https://fullportshow.com/tokens/meta/

Free to read, quote and build on. Credit Full Port and link back to fullportshow.com. Nothing here is investment advice.

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Free to read, quote and build on. Credit Full Port and link back to fullportshow.com. Nothing here is investment advice. Connect your AI to Full Port: https://fullportshow.com/mcp. Map of the site: https://fullportshow.com/llms.txt